Rothschild Investment LLC’s ENVESTNET, INC. ENV Stock Holding History

Rothschild Investment LLC’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	-40	Closed	-$2.5K	–	3084
2024 Q3	$2.5K	Buy	40 +20	+100%	+$1.25K	﹤0.01%	1613
2024 Q2	$1.25K	Buy	20 +15	+300%	+$944	﹤0.01%	1549
2024 Q1	$290	Buy	+5	New	+$261	﹤0.01%	1572

Other funds holding ENV

SIS

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

Rothschild Investment LLC's ENV Position: Q4 2024 in Review

Rothschild Investment LLC sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 40 shares — an estimated $2.5K sold.

Rothschild Investment LLC first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $2.5K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Rothschild Investment LLC reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Rothschild Investment LLC sold 40 ENVESTNET, INC. shares in Q4 2024, an estimated $2.5K.
Rothschild Investment LLC first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Rothschild Investment LLC's ENVESTNET, INC. position peaked at $2.5K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Rothschild Investment LLC's 13F filing for Q4 2024, filed 4 Feb 2025.