Phase 2 Partners, LLC Envestnet, Inc. Transaction History

Phase 2 Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$48.28 - $57.91 $9.99 Million - $12 Million	-206,989 Reduced 64.99%	111,497 $6.46 Million
Q4 2023 Feb 14, 2024	SELL	$33.55 - $49.8 $7.47 Million - $11.1 Million	-222,789 Reduced 41.16%	318,486 $15.8 Million
Q3 2023 Nov 14, 2023	BUY	$43.16 - $63.05 $12.8 Million - $18.6 Million	295,788 Added 120.49%	541,275 $23.8 Million
Q2 2023 Aug 14, 2023	BUY	$50.72 - $66.31 $12.5 Million - $16.3 Million	245,487 New	245,487 $14.6 Million
Q4 2022 Feb 14, 2023	BUY	$43.13 - $61.77 $7.28 Million - $10.4 Million	168,887 New	168,887 $10.4 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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