Procyon Advisors, LLC Envestnet, Inc. Transaction History

Procyon Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$43.16 - $63.05 $58,222 - $85,054	1,349 Added 30.71%	5,741 $252,000
Q2 2023 Jul 17, 2023	SELL	$50.72 - $66.31 $48,691 - $63,657	-960 Reduced 17.94%	4,392 $260,000
Q1 2023 Apr 10, 2023	BUY	$52.8 - $68.99 $5,596 - $7,312	106 Added 2.02%	5,352 $314,000
Q4 2022 Jan 19, 2023	SELL	$43.13 - $61.77 $31,484 - $45,092	-730 Reduced 12.22%	5,246 $0
Q3 2022 Oct 17, 2022	SELL	$44.4 - $60.51 $29,659 - $40,420	-668 Reduced 10.05%	5,976 $265,000
Q2 2022 Jul 11, 2022	BUY	$52.71 - $83.57 $8,486 - $13,454	161 Added 2.48%	6,644 $351,000
Q1 2022 Apr 18, 2022	BUY	$66.01 - $80.6 $161,394 - $197,067	2,445 Added 60.55%	6,483 $483,000
Q4 2021 Jan 18, 2022	BUY	$75.93 - $85.32 $110,705 - $124,396	1,458 Added 56.51%	4,038 $320,000
Q3 2021 Oct 14, 2021	BUY	$72.19 - $80.24 $186,250 - $207,019	2,580 New	2,580 $207,000
Q3 2020 Oct 22, 2020	SELL	$74.11 - $89.04 $124,356 - $149,409	-1,678 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$47.07 - $76.08 $8,190 - $13,237	174 Added 11.57%	1,678 $123,000
Q1 2020 May 15, 2020	BUY	$48.86 - $87.67 $23,697 - $42,519	485 Added 47.6%	1,504 $81,000
Q4 2019 Feb 21, 2020	BUY	$54.57 - $71.85 $55,606 - $73,215	1,019 New	1,019 $71,000

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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