SPIA
ENV

Steward Partners Investment Advisory’s ENVESTNET, INC. ENV Stock Holding History

Steward Partners Investment Advisory’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
-377
Closed -$23.6K – 4168
2024
Q3 		$23.6K Sell
377
-1,010
-73% -$63K ﹤0.01% 2589
2024
Q2 		$86.8K Buy
1,387
+770
+125% +$48.4K ﹤0.01% 1853
2024
Q1 		$35.7K Sell
617
-8
-1% -$417 ﹤0.01% 2267
2023
Q4 		$30.9K Sell
625
-28
-4% -$1.15K ﹤0.01% 2182
2023
Q3 		$28.8K Sell
653
-3
-0.5% -$165 ﹤0.01% 2149
2023
Q2 		$38.9K Hold
656
– – ﹤0.01% 1985
2023
Q1 		$38.5K Hold
656
– – ﹤0.01% 1969
2022
Q4 		$40.5K Hold
656
– – ﹤0.01% 1931
2022
Q3 		$29K Hold
656
– – ﹤0.01% 2054
2022
Q2 		$35K Hold
656
– – ﹤0.01% 1975
2022
Q1 		$49K Sell
656
-100
-13% -$7.32K ﹤0.01% 1934
2021
Q4 		$60K Sell
756
-298
-28% -$24.3K ﹤0.01% 1823
2021
Q3 		$85K Sell
1,054
-54
-5% -$4.13K ﹤0.01% 1627
2021
Q2 		$84K Sell
1,108
-37
-3% -$2.72K ﹤0.01% 2495
2021
Q1 		$82.7K Buy
1,145
+132
+13% +$10.3K ﹤0.01% 1712
2020
Q4 		$83K Buy
1,013
+82
+9% +$6.61K ﹤0.01% 1443
2020
Q3 		$72K Buy
931
+430
+86% +$34.3K ﹤0.01% 1347
2020
Q2 		$37K Hold
501
– – ﹤0.01% 1547
2020
Q1 		$26K Hold
501
– – ﹤0.01% 1519
2019
Q4 		$34K Buy
501
+190
+61% +$12.4K ﹤0.01% 1564
2019
Q3 		$17K Buy
311
+36
+13% +$2.27K ﹤0.01% 1796
2019
Q2 		$18K Buy
+275
New +$18.9K ﹤0.01% 1759
2018
Q4 		– Sell
-275
Closed -$17K – 2634
2018
Q3 		$17K Hold
275
– – ﹤0.01% 1644
2018
Q2 		$15K Buy
275
+190
+224% +$10.6K ﹤0.01% 1595
2018
Q1 		$4K Buy
+85
New +$4.67K ﹤0.01% 1894

Other funds holding ENV

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

Steward Partners Investment Advisory's ENV Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 377 shares — an estimated $23.6K sold.

Steward Partners Investment Advisory first reported a position in ENV in Q1 2018 and held it in 25 quarters. The position peaked at $86.8K in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 377 ENVESTNET, INC. shares in Q4 2024, an estimated $23.6K.
  • Steward Partners Investment Advisory first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 25 quarters.
  • Steward Partners Investment Advisory's ENVESTNET, INC. position peaked at $86.8K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.