Voloridge Investment Management
ENV

Voloridge Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Voloridge Investment Management’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
-362,197
Closed -$22.7M – 1427
2024
Q3 		$22.7M Buy
+362,197
New +$22.6M 0.08% 336
2024
Q1 		– Sell
-10,619
Closed -$526K – 1411
2023
Q4 		$526K Buy
+10,619
New +$434K ﹤0.01% 1026
2021
Q4 		– Sell
-12,546
Closed -$1.01M – 1971
2021
Q3 		$1.01M Sell
12,546
-28,510
-69% -$2.18M 0.01% 1284
2021
Q2 		$3.12M Buy
41,056
+9,551
+30% +$703K 0.02% 817
2021
Q1 		$2.28M Buy
31,505
+27,687
+725% +$2.15M 0.02% 782
2020
Q4 		$314K Sell
3,818
-9,292
-71% -$749K ﹤0.01% 1213
2020
Q3 		$1.01M Buy
+13,110
New +$1.05M 0.01% 935
2019
Q3 		– Sell
-10,163
Closed -$695K – 1304
2019
Q2 		$695K Sell
10,163
-934
-8% -$64.1K 0.02% 514
2019
Q1 		$726K Buy
+11,097
New +$639K 0.02% 573

Other funds holding ENV

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

Voloridge Investment Management's ENV Position: Q4 2024 in Review

Voloridge Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 362,197 shares — an estimated $22.7M sold.

Voloridge Investment Management first reported a position in ENV in Q1 2019 and held it in 9 quarters. The position peaked at $22.7M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Voloridge Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 362,197 ENVESTNET, INC. shares in Q4 2024, an estimated $22.7M.
  • Voloridge Investment Management first reported a position in ENVESTNET, INC. in Q1 2019 and held it in 9 quarters.
  • Voloridge Investment Management's ENVESTNET, INC. position peaked at $22.7M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Voloridge Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.