Ken Fisher Envestnet, Inc. Transaction History

Fisher Asset Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.54 - $69.09 $1.54 Million - $1.88 Million	27,206 Added 3.57%	788,884 $49.4 Million
Q1 2024 May 09, 2024	BUY	$48.28 - $57.91 $57,936 - $69,492	1,200 Added 0.16%	761,678 $44.1 Million
Q4 2023 Mar 05, 2024	BUY	$33.55 - $49.8 $10,870 - $16,135	324 Added 0.04%	760,478 $37.7 Million
Q4 2023 Feb 06, 2024	SELL	$33.55 - $49.8 $3.93 Million - $5.84 Million	-117,173 Reduced 13.36%	760,154 $37.6 Million
Q3 2023 Nov 13, 2023	SELL	$43.16 - $63.05 $2.02 Million - $2.95 Million	-46,803 Reduced 5.06%	877,327 $38.6 Million
Q2 2023 Dec 12, 2023	BUY	$50.72 - $66.31 $2.37 Million - $3.1 Million	46,803 Added 5.33%	924,130 $54.8 Million
Q2 2023 Aug 08, 2023	BUY	$50.72 - $66.31 $746,091 - $975,420	14,710 Added 1.62%	924,130 $54.8 Million
Q1 2023 Dec 12, 2023	BUY	$52.8 - $68.99 $1.05 Million - $1.37 Million	19,842 Added 2.26%	897,169 $52.6 Million
Q1 2023 May 01, 2023	SELL	$52.8 - $68.99 $1.77 Million - $2.31 Million	-33,528 Reduced 3.56%	909,420 $53.4 Million
Q4 2022 Feb 03, 2023	BUY	$43.13 - $61.77 $243,943 - $349,371	5,656 Added 0.6%	942,948 $58.2 Million
Q3 2022 Nov 08, 2022	BUY	$44.4 - $60.51 $12.9 Million - $17.6 Million	290,966 Added 45.02%	937,292 $41.6 Million
Q2 2022 Aug 09, 2022	BUY	$52.71 - $83.57 $7.18 Million - $11.4 Million	136,176 Added 26.69%	646,326 $34.1 Million
Q1 2022 May 05, 2022	BUY	$66.01 - $80.6 $33.7 Million - $41.1 Million	510,150 New	510,150 $38 Million

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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