Private Capital Group, LLC Envestnet, Inc. Transaction History

Private Capital Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 24, 2022	SELL	$75.93 - $85.32 $75,930 - $85,320	-1,000 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$72.19 - $80.24 $4,620 - $5,135	-64 Reduced 6.02%	1,000 $80,000
Q2 2021 Jul 26, 2021	SELL	$65.18 - $79.49 $6,583 - $8,028	-101 Reduced 8.67%	1,064 $81,000
Q1 2020 May 07, 2020	SELL	$48.86 - $87.67 $4,153 - $7,451	-85 Reduced 6.8%	1,165 $63,000
Q4 2019 Feb 14, 2020	SELL	$54.57 - $71.85 $37,435 - $49,289	-686 Reduced 35.43%	1,250 $87,000
Q3 2019 Nov 13, 2019	BUY	$55.42 - $73.16 $24,163 - $31,897	436 Added 29.07%	1,936 $110,000
Q1 2018 May 16, 2018	BUY	$49.5 - $59.75 $20,839 - $25,154	421 Added 39.02%	1,500 $86,000
Q4 2017 May 18, 2018	SELL	$48.4 - $54.25 $8,615 - $9,656	-178 Reduced 14.16%	1,079 $50,000
Q4 2017 Mar 07, 2018	BUY	$48.4 - $54.25 $60,838 - $68,192	1,257	1,257 $29,000

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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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