Royal Bank of Canada
ENV

Royal Bank of Canada’s ENVESTNET, INC. ENV Stock Holding History

Royal Bank of Canada’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
-12,292
Closed -$770K – 7458
2024
Q3 		$770K Sell
12,292
-496,268
-98% -$30.9M ﹤0.01% 3746
2024
Q2 		$31.8M Sell
508,560
-9,245
-2% -$582K 0.01% 1002
2024
Q1 		$30M Sell
517,805
-21,047
-4% -$1.1M 0.01% 1031
2023
Q4 		$26.7M Buy
538,852
+103,444
+24% +$4.23M 0.01% 1112
2023
Q3 		$19.2M Sell
435,408
-7,684
-2% -$422K 0.01% 1187
2023
Q2 		$26.3M Buy
443,092
+88,410
+25% +$5.12M 0.01% 1032
2023
Q1 		$20.8M Sell
354,682
-36,430
-9% -$2.26M 0.01% 1110
2022
Q4 		$24.1M Buy
391,112
+4,319
+1% +$230K 0.01% 1042
2022
Q3 		$17.2M Sell
386,793
-5,677
-1% -$303K 0.01% 1153
2022
Q2 		$20.7M Sell
392,470
-4,125
-1% -$282K 0.01% 1085
2022
Q1 		$29.5M Sell
396,595
-206,219
-34% -$15.1M 0.01% 1005
2021
Q4 		$47.8M Sell
602,814
-29,555
-5% -$2.41M 0.01% 850
2021
Q3 		$50.7M Sell
632,369
-26,163
-4% -$2M 0.01% 747
2021
Q2 		$50M Sell
658,532
-50,703
-7% -$3.73M 0.01% 758
2021
Q1 		$51.2M Sell
709,235
-60,224
-8% -$4.68M 0.01% 690
2020
Q4 		$63.3M Buy
769,459
+52,389
+7% +$4.22M 0.02% 610
2020
Q3 		$55.3M Sell
717,070
-27,614
-4% -$2.21M 0.02% 577
2020
Q2 		$54.8M Buy
744,684
+24,746
+3% +$1.62M 0.02% 544
2020
Q1 		$38.7M Sell
719,938
-47,352
-6% -$3.39M 0.02% 592
2019
Q4 		$53.4M Sell
767,290
-62,043
-7% -$4.03M 0.02% 600
2019
Q3 		$47M Buy
829,333
+33,940
+4% +$2.14M 0.02% 618
2019
Q2 		$54.4M Buy
795,393
+78,353
+11% +$5.38M 0.02% 558
2019
Q1 		$46.9M Buy
717,040
+39,333
+6% +$2.26M 0.02% 599
2018
Q4 		$33.3M Sell
677,707
-71,487
-10% -$3.83M 0.02% 705
2018
Q3 		$45.7M Sell
749,194
-57,933
-7% -$3.5M 0.02% 629
2018
Q2 		$44.4M Buy
807,127
+78,448
+11% +$4.36M 0.02% 617
2018
Q1 		$41.8M Buy
728,679
+1,473
+0.2% +$81K 0.02% 664
2017
Q4 		$36.3M Buy
727,206
+92,940
+15% +$4.81M 0.02% 772
2017
Q3 		$32.3M Buy
634,266
+200,705
+46% +$8.58M 0.02% 787
2017
Q2 		$17.2M Buy
433,561
+427,631
+7,211% +$15.4M 0.01% 1148
2017
Q1 		$191K Buy
5,930
+1,054
+22% +$38.3K ﹤0.01% 4365
2016
Q4 		$173K Buy
4,876
+3,070
+170% +$110K ﹤0.01% 4577
2016
Q3 		$66K Buy
1,806
+822
+84% +$31.2K ﹤0.01% 5031
2016
Q2 		$32K Buy
+984
New +$31.8K ﹤0.01% 5310
2016
Q1 		– Sell
-3,078
Closed -$92K – 7152
2015
Q4 		$92K Buy
3,078
+1,527
+98% +$47K ﹤0.01% 4978
2015
Q3 		$46K Sell
1,551
-7,544
-83% -$277K ﹤0.01% 5185
2015
Q2 		$367K Buy
9,095
+9,045
+18,090% +$435K ﹤0.01% 3894
2015
Q1 		$3K Sell
50
-5,207
-99% -$278K ﹤0.01% 5893
2014
Q4 		$258K Buy
+5,257
New +$247K ﹤0.01% 4163
2014
Q1 		– Sell
-648
Closed -$26K – 6520
2013
Q4 		$26K Sell
648
-2,305
-78% -$84K ﹤0.01% 5157
2013
Q3 		$91K Buy
+2,953
New +$82K ﹤0.01% 4536

Other funds holding ENV

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

Royal Bank of Canada's ENV Position: Q4 2024 in Review

Royal Bank of Canada sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 12,292 shares — an estimated $770K sold.

Royal Bank of Canada first reported a position in ENV in Q3 2013 and held it in 41 quarters. The position peaked at $63.3M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Royal Bank of Canada reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 12,292 ENVESTNET, INC. shares in Q4 2024, an estimated $770K.
  • Royal Bank of Canada first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 41 quarters.
  • Royal Bank of Canada's ENVESTNET, INC. position peaked at $63.3M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Royal Bank of Canada's 13F filing for Q4 2024, filed 14 Feb 2025.