Pb Investment Partners, L.P. Envestnet, Inc. Transaction History

Pb Investment Partners, L.P.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$50.72 - $66.31 $5.28 Million - $6.91 Million	-104,157 Reduced 92.99%	7,855 $466,000
Q1 2023 May 08, 2023	SELL	$52.8 - $68.99 $1.45 Million - $1.89 Million	-27,437 Reduced 19.68%	112,012 $6.57 Million
Q4 2022 Jan 31, 2023	SELL	$43.13 - $61.77 $906,075 - $1.3 Million	-21,008 Reduced 13.09%	139,449 $8.6 Million
Q3 2022 Nov 04, 2022	SELL	$44.4 - $60.51 $2.83 Million - $3.86 Million	-63,731 Reduced 28.43%	160,457 $7.12 Million
Q2 2022 Aug 12, 2022	SELL	$52.71 - $83.57 $1.78 Million - $2.83 Million	-33,854 Reduced 13.12%	224,188 $11.8 Million
Q1 2022 May 13, 2022	BUY	$66.01 - $80.6 $2.24 Million - $2.73 Million	33,898 Added 15.12%	258,042 $19.2 Million
Q4 2021 Feb 14, 2022	BUY	$75.93 - $85.32 $17 Million - $19.1 Million	224,144 New	224,144 $17.8 Million

273

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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