PWMG
ENV

Private Wealth Management Group’s ENVESTNET, INC. ENV Stock Holding History

Private Wealth Management Group’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-64
Closed -$4.01K – 1597
2024
Q3 		$4.01K Hold
64
– – ﹤0.01% 814
2024
Q2 		$4.01K Hold
64
– – ﹤0.01% 792
2024
Q1 		$3.71K Hold
64
– – ﹤0.01% 730
2023
Q4 		$3.17K Buy
+64
New +$2.62K ﹤0.01% 784

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Private Wealth Management Group's ENV Position: Q4 2024 in Review

Private Wealth Management Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 64 shares — an estimated $4.01K sold.

Private Wealth Management Group first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $4.01K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Private Wealth Management Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 64 ENVESTNET, INC. shares in Q4 2024, an estimated $4.01K.
  • Private Wealth Management Group first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's ENVESTNET, INC. position peaked at $4.01K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.