Russell Investments Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,405
| Closed | -$2.66M | – | 3853 |
|
|
2024
Q3 | $2.66M | Buy |
42,405
+65
| +0.2% | +$4.05K | ﹤0.01% | 1536 |
|
|
2024
Q2 | $2.65M | Buy |
42,340
+34
| +0.1% | +$2.14K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $2.45M | Hold |
42,306
| – | – | ﹤0.01% | 1540 |
|
|
2023
Q4 | $2.09M | Sell |
42,306
-37,879
| -47% | -$1.55M | ﹤0.01% | 1591 |
|
|
2023
Q3 | $3.53M | Buy |
80,185
+3
| +0% | +$165 | 0.01% | 1250 |
|
|
2023
Q2 | $4.76M | Buy |
80,182
+1,897
| +2% | +$110K | 0.01% | 1121 |
|
|
2023
Q1 | $4.59M | Sell |
78,285
-1,212
| -2% | -$75.3K | 0.01% | 1144 |
|
|
2022
Q4 | $4.9M | Buy |
79,497
+8,855
| +13% | +$472K | 0.01% | 1103 |
|
|
2022
Q3 | $3.13M | Buy |
70,642
+6,939
| +11% | +$370K | 0.01% | 1310 |
|
|
2022
Q2 | $3.36M | Sell |
63,703
-15,945
| -20% | -$1.09M | 0.01% | 1305 |
|
|
2022
Q1 | $5.93M | Buy |
79,648
+16,763
| +27% | +$1.23M | 0.01% | 1064 |
|
|
2021
Q4 | $4.99M | Sell |
62,885
-4,575
| -7% | -$372K | 0.01% | 1250 |
|
|
2021
Q3 | $5.41M | Sell |
67,460
-11,845
| -15% | -$905K | 0.01% | 1196 |
|
|
2021
Q2 | $6.01M | Sell |
79,305
-810
| -1% | -$59.6K | 0.01% | 1232 |
|
|
2021
Q1 | $5.79M | Buy |
80,115
+8,078
| +11% | +$628K | 0.01% | 1280 |
|
|
2020
Q4 | $5.93M | Sell |
72,037
-1,567
| -2% | -$126K | 0.01% | 1144 |
|
|
2020
Q3 | $5.68M | Buy |
73,604
+6,368
| +9% | +$509K | 0.01% | 1063 |
|
|
2020
Q2 | $4.94M | Sell |
67,236
-10,696
| -14% | -$699K | 0.01% | 1101 |
|
|
2020
Q1 | $4.19M | Sell |
77,932
-10,445
| -12% | -$748K | 0.01% | 1061 |
|
|
2019
Q4 | $6.15M | Buy |
88,377
+4,710
| +6% | +$306K | 0.01% | 1097 |
|
|
2019
Q3 | $4.74M | Sell |
83,667
-13,197
| -14% | -$833K | 0.01% | 1223 |
|
|
2019
Q2 | $6.62M | Sell |
96,864
-7,803
| -7% | -$536K | 0.01% | 1087 |
|
|
2019
Q1 | $6.84M | Buy |
104,667
+7,748
| +8% | +$446K | 0.01% | 1085 |
|
|
2018
Q4 | $4.77M | Sell |
96,919
-80,994
| -46% | -$4.34M | 0.01% | 1170 |
|
|
2018
Q3 | $10.8M | Sell |
177,913
-7,556
| -4% | -$457K | 0.02% | 891 |
|
|
2018
Q2 | $10.2M | Buy |
185,469
+694
| +0.4% | +$38.6K | 0.02% | 910 |
|
|
2018
Q1 | $10.6M | Sell |
184,775
-57,311
| -24% | -$3.15M | 0.02% | 947 |
|
|
2017
Q4 | $12.3M | Sell |
242,086
-39,229
| -14% | -$2.03M | 0.02% | 875 |
|
|
2017
Q3 | $14.3M | Sell |
281,315
-8,295
| -3% | -$355K | 0.02% | 772 |
|
|
2017
Q2 | $11.5M | Buy |
289,610
+130,772
| +82% | +$4.7M | 0.02% | 847 |
|
|
2017
Q1 | $5.13M | Buy |
158,838
+3,800
| +2% | +$138K | 0.01% | 1197 |
|
|
2016
Q4 | $5.5M | Buy |
+155,038
| New | +$5.56M | 0.01% | 1185 |
|
Other funds holding ENV
Russell Investments Group's ENV Position: Q4 2024 in Review
Russell Investments Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 42,405 shares — an estimated $2.66M sold.
Russell Investments Group first reported a position in ENV in Q4 2016 and held it in 32 quarters. The position peaked at $14.3M in Q3 2017. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.
- Russell Investments Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
- Russell Investments Group sold 42,405 ENVESTNET, INC. shares in Q4 2024, an estimated $2.66M.
- Russell Investments Group first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 32 quarters.
- Russell Investments Group's ENVESTNET, INC. position peaked at $14.3M in Q3 2017.
- 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.
Based on Russell Investments Group's 13F filing for Q4 2024, filed 13 Feb 2025.