Portman Square Capital LLP Envestnet, Inc. Transaction History

Portman Square Capital LLP

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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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