A detailed history of Portman Square Capital LLP transactions in Envestnet, Inc. stock. As of the latest transaction made, Portman Square Capital LLP holds 210,000 shares of ENV stock, worth $13.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
210,000
Previous 210,000 -0.0%
Holding current value
$13.2 Million
Previous $12.2 Million 8.07%
% of portfolio
0.48%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

SELL
$33.55 - $49.8 $2.37 Million - $3.51 Million
-70,565 Reduced 94.42%
4,168 $206,000
Q3 2023

Oct 30, 2023

BUY
$43.16 - $63.05 $1.09 Million - $1.59 Million
25,204 Added 50.89%
74,733 $3.29 Million
Q2 2023

Jul 26, 2023

BUY
$50.72 - $66.31 $1.19 Million - $1.55 Million
23,369 Added 89.33%
49,529 $2.94 Million
Q1 2023

May 04, 2023

SELL
$52.8 - $68.99 $470,500 - $614,769
-8,911 Reduced 25.41%
26,160 $1.53 Million
Q4 2022

Feb 23, 2023

BUY
$43.13 - $61.77 $1.51 Million - $2.17 Million
35,071 New
35,071 $2.16 Billion

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.46B
  • 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...
More about ENV
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