Smartleaf Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Smartleaf Asset 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	-120	Closed	-$7.51K	–	3051
2024 Q3	$7.51K	Sell	120 -76	-39%	-$4.74K	﹤0.01%	1926
2024 Q2	$12.2K	Buy	+196	New	+$12.3K	﹤0.01%	1303

Other funds holding ENV

SIS

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

Smartleaf Asset Management's ENV Position: Q4 2024 in Review

Smartleaf Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 120 shares — an estimated $7.51K sold.

Smartleaf Asset Management first reported a position in ENV in Q2 2024 and held it in 2 quarters. The position peaked at $12.2K in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Smartleaf Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Smartleaf Asset Management sold 120 ENVESTNET, INC. shares in Q4 2024, an estimated $7.51K.
Smartleaf Asset Management first reported a position in ENVESTNET, INC. in Q2 2024 and held it in 2 quarters.
Smartleaf Asset Management's ENVESTNET, INC. position peaked at $12.2K in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.