UMB Bank’s ENVESTNET, INC. ENV Stock Holding History

UMB Bank’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	-123	Closed	-$7.7K	–	2211
2024 Q3	$7.7K	Buy	123 +64	+108%	+$3.99K	﹤0.01%	1582
2024 Q2	$3.69K	Buy	59 +39	+195%	+$2.45K	﹤0.01%	1546
2024 Q1	$1.16K	Buy	+20	New	+$1.04K	﹤0.01%	1721

Other funds holding ENV

SIS

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

UMB Bank's ENV Position: Q4 2024 in Review

UMB Bank sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 123 shares — an estimated $7.7K sold.

UMB Bank first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $7.7K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

UMB Bank reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 123 ENVESTNET, INC. shares in Q4 2024, an estimated $7.7K.
UMB Bank first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
UMB Bank's ENVESTNET, INC. position peaked at $7.7K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.