SSG
ENV

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
2021
Q3 		– Sell
-40
Closed -$303K – 955
2021
Q2 		$303K Buy
+40
New +$2.94K 0.03% 525

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.