WR Wealth Planners’s ENVESTNET, INC. ENV Stock Holding History

WR Wealth Planners’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	-43	Closed	-$2.69K	–	1209
2024 Q3	$2.69K	Buy	43 +3	+8%	+$187	﹤0.01%	847
2024 Q2	$2.5K	Sell	40 -6	-13%	-$378	﹤0.01%	838
2024 Q1	$2.66K	Buy	+46	New	+$2.4K	﹤0.01%	826
2023 Q4	–	Sell	-39	Closed	-$1.72K	–	917
2023 Q3	$1.72K	Buy	+39	New	+$2.14K	﹤0.01%	793

Other funds holding ENV

SIS

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

WR Wealth Planners's ENV Position: Q4 2024 in Review

WR Wealth Planners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 43 shares — an estimated $2.69K sold.

WR Wealth Planners first reported a position in ENV in Q3 2023 and held it in 4 quarters. The position peaked at $2.69K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

WR Wealth Planners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 43 ENVESTNET, INC. shares in Q4 2024, an estimated $2.69K.
WR Wealth Planners first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 4 quarters.
WR Wealth Planners's ENVESTNET, INC. position peaked at $2.69K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.