Yakira Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Yakira Capital 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	-9,295	Closed	-$582K	–	320
2024 Q3	$582K	Buy	+9,295	New	+$580K	0.21%	90

Other funds holding ENV

SIS

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

Yakira Capital Management's ENV Position: Q4 2024 in Review

Yakira Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 9,295 shares — an estimated $582K sold.

Yakira Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $582K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Yakira Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Yakira Capital Management sold 9,295 ENVESTNET, INC. shares in Q4 2024, an estimated $582K.
Yakira Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Yakira Capital Management's ENVESTNET, INC. position peaked at $582K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Yakira Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.