Ami Asset Management Corp Envestnet, Inc. Transaction History

Ami Asset Management Corp

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 20, 2023	SELL	$43.16 - $63.05 $87,701 - $128,117	-2,032 Reduced 2.79%	70,712 $3.11 Million
Q2 2023 Jul 24, 2023	BUY	$50.72 - $66.31 $149,319 - $195,216	2,944 Added 4.22%	72,744 $4.32 Million
Q1 2023 Apr 20, 2023	BUY	$52.8 - $68.99 $15,576 - $20,352	295 Added 0.42%	69,800 $4.1 Million
Q4 2022 Jan 17, 2023	BUY	$43.13 - $61.77 $590,535 - $845,754	13,692 Added 24.53%	69,505 $4.29 Million
Q3 2022 Oct 24, 2022	SELL	$44.4 - $60.51 $1.14 Million - $1.55 Million	-25,658 Reduced 31.49%	55,813 $2.48 Million
Q2 2022 Jul 21, 2022	SELL	$52.71 - $83.57 $125,502 - $198,980	-2,381 Reduced 2.84%	81,471 $4.3 Million
Q1 2022 Apr 27, 2022	BUY	$66.01 - $80.6 $273,479 - $333,925	4,143 Added 5.2%	83,852 $6.24 Million
Q4 2021 Jan 20, 2022	SELL	$75.93 - $85.32 $1.28 Million - $1.43 Million	-16,798 Reduced 17.41%	79,709 $6.32 Million
Q3 2021 Oct 22, 2021	BUY	$72.19 - $80.24 $224,366 - $249,385	3,108 Added 3.33%	96,507 $7.74 Million
Q2 2021 Jul 20, 2021	BUY	$65.18 - $79.49 $195,409 - $238,311	2,998 Added 3.32%	93,399 $7.09 Million
Q1 2021 Apr 16, 2021	BUY	$64.02 - $86.95 $997,303 - $1.35 Million	15,578 Added 20.82%	90,401 $6.53 Million
Q4 2020 Jan 20, 2021	SELL	$74.94 - $84.32 $2.04 Million - $2.3 Million	-27,247 Reduced 26.69%	74,823 $6.16 Million
Q3 2020 Oct 23, 2020	BUY	$74.11 - $89.04 $7.56 Million - $9.09 Million	102,070 New	102,070 $7.88 Million

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Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

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