SIS
ENV

Strategic Investment Solutions’s ENVESTNET, INC. ENV Stock Holding History

Strategic Investment Solutions’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
2025
Q1 		– Sell
-1,183
Closed -$58.6K – 705
2024
Q4 		$58.6K Buy
+1,183
New +$74.3K 0.02% 184
2023
Q4 		$58.6K Buy
+1,183
New +$48.4K 0.01% 424

Strategic Investment Solutions's ENV Position: Q1 2025 in Review

Strategic Investment Solutions sold out of ENVESTNET, INC. (ENV) in Q1 2025, closing a stake of 1,183 shares — an estimated $58.6K sold.

Strategic Investment Solutions first reported a position in ENV in Q4 2023 and held it in 2 quarters. The position peaked at $58.6K in Q4 2024. 0 funds tracked by Wall St. Rank hold ENV as of Q1 2025.

  • Strategic Investment Solutions reported no remaining ENVESTNET, INC. position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,183 ENVESTNET, INC. shares in Q1 2025, an estimated $58.6K.
  • Strategic Investment Solutions first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 2 quarters.
  • Strategic Investment Solutions's ENVESTNET, INC. position peaked at $58.6K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.