Question 1

How many shares of ENV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of ENV (ENVESTNET INC) before exiting the position in 2024-Q4.

Question 2

What is Steward Partners Investment Advisory, LLC's ENV position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's ENV position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ENV?

Accepted Answer

In 2024-Q4, Steward Partners Investment Advisory, LLC exited their ENV position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ENV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ENV in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q3	Decreased	377	-72.8%	$23,608	0.0%	—	0

ENVShowing 2 of 23 quarters

ENV
Showing 2 of 23 quarters