Envestnet Asset Management Inc Victory Portf Ii Shs Us Lrg Ca Transaction History

Envestnet Asset Management Inc

  • $263 Billion
  • Q1 2024

A detailed history of Envestnet Asset Management Inc transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Envestnet Asset Management Inc holds 20,917 shares of CDL stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,917
Previous 24,528 14.72%
Holding current value
$1.28 Million
Previous $1.43 Million 9.28%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$57.28 - $62.16 $206,838 - $224,459
-3,611 Reduced 14.72%
20,917 $1.3 Million
Q4 2023

Feb 13, 2024
BUY
$51.79 - $59.14 $878,617 - $1 Million
16,965 Added 224.32%
24,528 $1.43 Million
Q3 2023

Nov 13, 2023
BUY
$54.27 - $58.97 $15,412 - $16,747
284 Added 3.9%
7,563 $410,000
Q2 2023

Aug 04, 2023
BUY
$54.07 - $58.38 $54,286 - $58,613
1,004 Added 16.0%
7,279 $411,000
Q1 2023

May 11, 2023
SELL
$54.52 - $62.29 $43,616 - $49,832
-800 Reduced 11.31%
6,275 $360,000
Q4 2022

Feb 07, 2023
BUY
$57.13 - $61.4 $18,167 - $19,525
318 Added 4.71%
7,075 $416,000
Q3 2022

Nov 10, 2022
SELL
N/A
-468 Reduced 6.48%
6,757 $358,000
Q2 2022

Aug 03, 2022
SELL
N/A
-1,504 Reduced 17.23%
7,225 $420,000
Q1 2022

May 04, 2022
BUY
N/A
7 Added 0.08%
8,729 $551,000
Q4 2021

Feb 04, 2022
BUY
N/A
11 Added 0.13%
8,722 $533,000
Q2 2021

Aug 04, 2021
SELL
N/A
-944 Reduced 9.78%
8,711 $493,000
Q1 2021

May 04, 2021
BUY
N/A
273 Added 2.91%
9,655 $528,000
Q2 2020

Jul 08, 2020
BUY
N/A
9,382 New
9,382 $371,000

Others Institutions Holding CDL

# of Institutions
54
Shares Held
2.35M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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