Raleigh Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Raleigh Capital Management’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	-123	Closed	-$7.7K	–	1078
2024 Q3	$7.7K	Hold	123	–	–	﹤0.01%	642
2024 Q2	$7.7K	Hold	123	–	–	﹤0.01%	613
2024 Q1	$7.12K	Hold	123	–	–	﹤0.01%	599
2023 Q4	$6.09K	Hold	123	–	–	﹤0.01%	699
2023 Q3	$5.42K	Buy	+123	New	+$6.76K	﹤0.01%	676

Other funds holding ENV

SIS

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

Raleigh Capital Management's ENV Position: Q4 2024 in Review

Raleigh Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 123 shares — an estimated $7.7K sold.

Raleigh Capital Management first reported a position in ENV in Q3 2023 and held it in 5 quarters. The position peaked at $7.7K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Raleigh Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Raleigh Capital Management sold 123 ENVESTNET, INC. shares in Q4 2024, an estimated $7.7K.
Raleigh Capital Management first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 5 quarters.
Raleigh Capital Management's ENVESTNET, INC. position peaked at $7.7K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.