Sherbrooke Park Advisers’s ENVESTNET, INC. ENV Stock Holding History

Sherbrooke Park Advisers’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	-6,226	Closed	-$390K	–	1231
2024 Q3	$390K	Buy	6,226 +1,160	+23%	+$72.3K	0.09%	437
2024 Q2	$317K	Buy	+5,066	New	+$319K	0.06%	600

Other funds holding ENV

SIS

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

Sherbrooke Park Advisers's ENV Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 6,226 shares — an estimated $390K sold.

Sherbrooke Park Advisers first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $390K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Sherbrooke Park Advisers reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 6,226 ENVESTNET, INC. shares in Q4 2024, an estimated $390K.
Sherbrooke Park Advisers first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
Sherbrooke Park Advisers's ENVESTNET, INC. position peaked at $390K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.