First Republic Investment Management, Inc. Envestnet, Inc. Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$65.18 - $79.49 $215,941 - $263,350	-3,313 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$64.02 - $86.95 $139,819 - $189,898	-2,184 Reduced 39.73%	3,313 $239,000
Q4 2020 Feb 16, 2021	SELL	$74.94 - $84.32 $9,742 - $10,961	-130 Reduced 2.31%	5,497 $452,000
Q3 2020 Nov 12, 2020	BUY	$74.11 - $89.04 $4,668 - $5,609	63 Added 1.13%	5,627 $434,000
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $261,897 - $423,309	5,564 New	5,564 $409,000
Q2 2019 Aug 07, 2019	SELL	$65.25 - $72.61 $225,830 - $251,303	-3,461 Closed	0 $0
Q1 2019 Apr 30, 2019	BUY	$47.14 - $66.67 $163,151 - $230,744	3,461 New	3,461 $226,000
Q4 2018 Feb 12, 2019	SELL	$46.62 - $61.79 $159,953 - $212,001	-3,431 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$55.8 - $63.8 $191,449 - $218,897	3,431 New	3,431 $209,000
Q2 2018 Aug 14, 2018	SELL	$52.55 - $59.45 $189,022 - $213,841	-3,597 Closed	0 $0
Q1 2018 May 10, 2018	BUY	$49.5 - $59.75 $178,051 - $214,920	3,597 New	3,597 $206,000
Q4 2017 Feb 09, 2018	SELL	$48.4 - $54.25 $194,229 - $217,705	-4,013 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.25 - $51.0 $153,497 - $204,663	4,013	4,013 $204,000

Others Institutions Holding ENV

# of Institutions

237

Shares Held

51.2M

Call Options Held

38.3K

Put Options Held

131K

View Full List

About ENVESTNET, INC.

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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