ZB
ENV

Zions Bancorporation’s ENVESTNET, INC. ENV Stock Holding History

Zions Bancorporation’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
-16,390
Closed -$1.03M – 896
2024
Q3 		$1.03M Sell
16,390
-9,322
-36% -$581K 0.07% 197
2024
Q2 		$1.61M Sell
25,712
-933
-4% -$58.7K 0.13% 130
2024
Q1 		$1.54M Buy
26,645
+2,263
+9% +$118K 0.11% 153
2023
Q4 		$1.21M Buy
24,382
+5,858
+32% +$240K 0.08% 190
2023
Q3 		$816K Buy
18,524
+1,410
+8% +$77.4K 0.07% 210
2023
Q2 		$1.02M Buy
17,114
+160
+0.9% +$9.27K 0.09% 179
2023
Q1 		$995K Buy
16,954
+2,147
+14% +$133K 0.09% 193
2022
Q4 		$914K Buy
14,807
+1,900
+15% +$101K 0.07% 184
2022
Q3 		$573K Sell
12,907
-13
-0.1% -$694 0.06% 213
2022
Q2 		$682K Buy
12,920
+2,509
+24% +$172K 0.07% 206
2022
Q1 		$775K Buy
10,411
+2,808
+37% +$206K 0.07% 187
2021
Q4 		$603K Buy
7,603
+1,209
+19% +$98.4K 0.05% 199
2021
Q3 		$513K Buy
6,394
+1,235
+24% +$94.4K 0.05% 176
2021
Q2 		$391K Buy
5,159
+717
+16% +$52.7K 0.04% 212
2021
Q1 		$321K Buy
4,442
+11
+0.2% +$855 0.04% 213
2020
Q4 		$365K Buy
4,431
+198
+5% +$16K 0.05% 166
2020
Q3 		$327K Sell
4,233
-2
-0% -$160 0.05% 151
2020
Q2 		$311K Buy
4,235
+364
+9% +$23.8K 0.05% 148
2020
Q1 		$208K Buy
3,871
+582
+18% +$41.7K 0.04% 171
2019
Q4 		$229K Sell
3,289
-941
-22% -$61.2K 0.03% 188
2019
Q3 		$240K Buy
4,230
+21
+0.5% +$1.33K 0.03% 206
2019
Q2 		$288K Buy
4,209
+254
+6% +$17.4K 0.04% 160
2019
Q1 		$259K Buy
3,955
+324
+9% +$18.7K 0.04% 172
2018
Q4 		$179K Sell
3,631
-54
-1% -$2.89K 0.13% 82
2018
Q3 		$225K Sell
3,685
-83
-2% -$5.02K 0.05% 161
2018
Q2 		$207K Buy
+3,768
New +$209K 0.14% 91
2018
Q1 		– Sell
-3,525
Closed -$176K – 781
2017
Q4 		$176K Sell
3,525
-30
-0.8% -$1.55K 0.03% 169
2017
Q3 		$181K Buy
+3,555
New +$152K 0.03% 281

Other funds holding ENV

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

Zions Bancorporation's ENV Position: Q4 2024 in Review

Zions Bancorporation sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 16,390 shares — an estimated $1.03M sold.

Zions Bancorporation first reported a position in ENV in Q3 2017 and held it in 28 quarters. The position peaked at $1.61M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Zions Bancorporation reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Zions Bancorporation sold 16,390 ENVESTNET, INC. shares in Q4 2024, an estimated $1.03M.
  • Zions Bancorporation first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 28 quarters.
  • Zions Bancorporation's ENVESTNET, INC. position peaked at $1.61M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.