Pathstone Family Office, LLC Envestnet, Inc. Transaction History

Pathstone Family Office, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Oct 23, 2023	BUY	$52.71 - $83.57 $372,712 - $590,923	7,071 New	7,071 $373,000
Q2 2022 Aug 15, 2022	BUY	$52.71 - $83.57 $24,088 - $38,191	457 Added 6.75%	7,231 $381,000
Q1 2022 May 16, 2022	BUY	$66.01 - $80.6 $51,949 - $63,432	787 Added 13.15%	6,774 $504,000
Q4 2021 Feb 14, 2022	SELL	$75.93 - $85.32 $303 - $341	-4 Reduced 0.07%	5,987 $475,000
Q3 2021 Nov 16, 2021	BUY	$72.19 - $80.24 $25,338 - $28,164	351 Added 6.22%	5,991 $480,000
Q2 2021 Aug 31, 2021	BUY	$65.18 - $79.49 $122,082 - $148,884	1,873 Added 49.72%	5,640 $428,000
Q1 2021 May 14, 2021	BUY	$64.02 - $86.95 $241,163 - $327,540	3,767 New	3,767 $272,000

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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