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Ken Fisher's Envestnet, Inc. (ENV) position

Not anymore: Ken Fisher fully exited ENV in Q3 2024. The position peaked at an amount we cannot price in Q1 2022.
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Value at exit
an amount we cannot price
Shares at exit
789K
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

ENV price vs Fisher's position

Dates
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q3 2024 Exited −789K −100.0% 0 Nov 12, 2024
Q2 2024 Added +27K +3.6% 789K Aug 14, 2024
Q1 2024 Added +1K +0.2% 762K May 9, 2024
Q4 2023 Reduced −117K −13.3% 760K Mar 5, 2024
Q3 2023 Reduced −47K −5.1% 877K Nov 13, 2023
Q2 2023 Added +27K +3.0% 924K Dec 12, 2023
Q1 2023 Reduced −46K −4.9% 897K Dec 12, 2023
Q4 2022 Added +6K +0.6% 943K Feb 3, 2023
Q3 2022 Added +291K +45.0% 937K Nov 8, 2022
Q2 2022 Added +136K +26.7% 646K Aug 9, 2022
Q1 2022 New +510K 510K May 5, 2022
Data through Q3 2024 · filed Nov 12, 2024
11 grouped rows from 11 quarters

More Fisher positions

Common questions

Does Ken Fisher own ENV?

Not currently. Ken Fisher fully exited ENV in Q3 2024, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ken Fisher buy ENV?

Ken Fisher first disclosed a ENV position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ken Fisher sell ENV?

Yes. Ken Fisher reduced and then fully exited ENV by Q3 2024; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of ENV does Ken Fisher own?

None as of the latest filing: Ken Fisher has exited ENV. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ken Fisher pay for ENV?

Ken Fisher began building the ENV position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.