Wilmington Savings Fund Society’s ENVESTNET, INC. ENV Stock Holding History

Wilmington Savings Fund Society’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	-21	Closed	-$1.31K	–	2182
2024 Q3	$1.31K	Buy	+21	New	+$1.31K	﹤0.01%	1961

Other funds holding ENV

SIS

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

Wilmington Savings Fund Society's ENV Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 21 shares — an estimated $1.31K sold.

Wilmington Savings Fund Society first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $1.31K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Wilmington Savings Fund Society reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Wilmington Savings Fund Society sold 21 ENVESTNET, INC. shares in Q4 2024, an estimated $1.31K.
Wilmington Savings Fund Society first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Wilmington Savings Fund Society's ENVESTNET, INC. position peaked at $1.31K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.