Diversified Trust CO Envestnet, Inc. Transaction History

Diversified Trust CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 07, 2022	SELL	$66.01 - $80.6 $3,300 - $4,029	-50 Reduced 0.91%	5,425 $404,000
Q3 2021 Jan 13, 2022	BUY	$72.19 - $80.24 $101,066 - $112,336	1,400 Added 34.36%	5,475 $439,000
Q1 2021 May 10, 2021	BUY	$64.02 - $86.95 $51,216 - $69,560	800 Added 24.43%	4,075 $294,000
Q4 2020 Jan 08, 2021	SELL	$74.94 - $84.32 $52,982 - $59,614	-707 Reduced 17.75%	3,275 $269,000
Q3 2020 Oct 15, 2020	SELL	$74.11 - $89.04 $138,585 - $166,504	-1,870 Reduced 31.95%	3,982 $307,000
Q2 2020 Jul 07, 2020	BUY	$47.07 - $76.08 $40,103 - $64,820	852 Added 17.04%	5,852 $430,000
Q4 2019 Jan 09, 2020	BUY	$54.57 - $71.85 $58,662 - $77,238	1,075 Added 27.39%	5,000 $348,000
Q3 2019 Oct 09, 2019	BUY	$55.42 - $73.16 $36,023 - $47,554	650 Added 19.85%	3,925 $223,000
Q2 2019 Jul 12, 2019	BUY	$65.25 - $72.61 $213,693 - $237,797	3,275 New	3,275 $224,000

251

51.5M

38.3K

131K

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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