Fora Capital, LLC Envestnet, Inc. Transaction History

Fora Capital, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$43.16 - $63.05 $306,608 - $447,907	7,104 New	7,104 $312,000
Q1 2023 May 12, 2023	BUY	$52.8 - $68.99 $332,692 - $434,705	6,301 New	6,301 $369,000
Q3 2022 Nov 14, 2022	SELL	$44.4 - $60.51 $163,125 - $222,313	-3,674 Reduced 44.89%	4,511 $200,000
Q2 2022 Aug 11, 2022	BUY	$52.71 - $83.57 $431,431 - $684,020	8,185 New	8,185 $432,000
Q4 2021 Feb 11, 2022	SELL	$75.93 - $85.32 $219,058 - $246,148	-2,885 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$72.19 - $80.24 $148,278 - $164,812	-2,054 Reduced 41.59%	2,885 $231,000
Q2 2021 Aug 16, 2021	BUY	$65.18 - $79.49 $321,924 - $392,601	4,939 New	4,939 $375 Million
Q1 2021 May 17, 2021	SELL	$64.02 - $86.95 $273,237 - $371,102	-4,268 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$74.94 - $84.32 $303,357 - $341,327	4,048 Added 1840.0%	4,268 $351,000
Q3 2020 Nov 13, 2020	BUY	$74.11 - $89.04 $16,304 - $19,588	220 New	220 $17 Million
Q1 2020 May 15, 2020	SELL	$48.86 - $87.67 $101,873 - $182,791	-2,085 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.57 - $71.85 $113,778 - $149,807	2,085 New	2,085 $145,000

272

51.8M

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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