Summit Securities Group’s ENVESTNET, INC. ENV Stock Holding History

Summit Securities Group’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	-1,500	Closed	-$94K	–	980
2024 Q3	$94K	Sell	1,500 -1,556	-51%	-$97K	0.02%	189
2024 Q2	$191K	Buy	+3,056	New	+$192K	0.04%	165
2022 Q4	–	Sell	-1,000	Closed	-$44K	–	1509
2022 Q3	$44K	Hold	1,000	–	–	﹤0.01%	630
2022 Q2	$53K	Hold	1,000	–	–	0.01%	537
2022 Q1	$74K	Buy	+1,000	New	+$73.2K	0.01%	553

Other funds holding ENV

SIS

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

Summit Securities Group's ENV Position: Q4 2024 in Review

Summit Securities Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 1,500 shares — an estimated $94K sold.

Summit Securities Group first reported a position in ENV in Q1 2022 and held it in 5 quarters. The position peaked at $191K in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Summit Securities Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 1,500 ENVESTNET, INC. shares in Q4 2024, an estimated $94K.
Summit Securities Group first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 5 quarters.
Summit Securities Group's ENVESTNET, INC. position peaked at $191K in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.