Truist Financial’s ENVESTNET, INC. ENV Stock Holding History

Truist Financial’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	-18,902	Closed	-$1.18M	–	2665
2024 Q3	$1.18M	Buy	18,902 +3,413	+22%	+$213K	﹤0.01%	1449
2024 Q2	$969K	Buy	15,489 +3,370	+28%	+$212K	﹤0.01%	1621
2024 Q1	$702K	Buy	12,119 +3,370	+39%	+$176K	﹤0.01%	1779
2023 Q4	$433K	Buy	+8,749	New	+$358K	﹤0.01%	2075
2023 Q3	–	Sell	-3,720	Closed	-$221K	–	2713
2023 Q2	$221K	Sell	3,720 -205	-5%	-$11.9K	﹤0.01%	2402
2023 Q1	$230K	Buy	+3,925	New	+$244K	﹤0.01%	2359
2021 Q2	–	Sell	-28,448	Closed	-$2.06M	–	2875
2021 Q1	$2.06M	Sell	28,448 -21,755	-43%	-$1.69M	﹤0.01%	1225
2020 Q4	$4.13M	Buy	50,203 +2,904	+6%	+$234K	0.01%	877
2020 Q3	$3.65M	Buy	47,299 +9,027	+24%	+$721K	0.01%	837
2020 Q2	$2.81M	Buy	38,272 +1,372	+4%	+$89.6K	0.01%	907
2020 Q1	$1.98M	Sell	36,900 -10,956	-23%	-$785K	0.01%	985
2019 Q4	$3.33M	Buy	+47,856	New	+$3.11M	0.01%	919

Other funds holding ENV

SIS

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

Truist Financial's ENV Position: Q4 2024 in Review

Truist Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 18,902 shares — an estimated $1.18M sold.

Truist Financial first reported a position in ENV in Q4 2019 and held it in 12 quarters. The position peaked at $4.13M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Truist Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Truist Financial sold 18,902 ENVESTNET, INC. shares in Q4 2024, an estimated $1.18M.
Truist Financial first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 12 quarters.
Truist Financial's ENVESTNET, INC. position peaked at $4.13M in Q4 2020.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.