Radnor Capital Management, LLC Envestnet, Inc. Transaction History

Radnor Capital Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 07, 2023	SELL	$50.72 - $66.31 $141,001 - $184,341	-2,780 Reduced 41.0%	4,000 $237,000
Q4 2022 Jan 09, 2023	SELL	$43.13 - $61.77 $46,149 - $66,093	-1,070 Reduced 13.63%	6,780 $415,000
Q3 2022 Oct 12, 2022	BUY	$44.4 - $60.51 $5,994 - $8,168	135 Added 1.75%	7,850 $349,000
Q2 2022 Jul 11, 2022	BUY	$52.71 - $83.57 $220,854 - $350,158	4,190 Added 118.87%	7,715 $407,000
Q2 2021 Jul 21, 2021	SELL	$65.18 - $79.49 $140,137 - $170,903	-2,150 Reduced 37.89%	3,525 $267,000
Q1 2021 Apr 26, 2021	BUY	$64.02 - $86.95 $6,402 - $8,695	100 Added 1.79%	5,675 $410,000
Q4 2020 Jan 13, 2021	SELL	$74.94 - $84.32 $13,863 - $15,599	-185 Reduced 3.21%	5,575 $459,000
Q3 2020 Nov 02, 2020	BUY	$74.11 - $89.04 $14,822 - $17,808	200 Added 3.6%	5,760 $444,000
Q2 2020 Jul 28, 2020	BUY	$47.07 - $76.08 $16,003 - $25,867	340 Added 6.51%	5,560 $416,000
Q2 2019 Jul 18, 2019	SELL	$65.25 - $72.61 $156,600 - $174,264	-2,400 Reduced 31.5%	5,220 $357,000
Q1 2019 Apr 25, 2019	SELL	$47.14 - $66.67 $37,712 - $53,336	-800 Reduced 9.5%	7,620 $498,000
Q2 2018 Jul 10, 2018	SELL	$52.55 - $59.45 $115,610 - $130,790	-2,200 Reduced 20.72%	8,420 $463,000
Q1 2018 Apr 20, 2018	SELL	$49.5 - $59.75 $39,600 - $47,800	-800 Reduced 7.01%	10,620 $609,000
Q4 2017 Feb 02, 2018	SELL	$48.4 - $54.25 $59,048 - $66,185	-1,220 Reduced 9.65%	11,420 $569,000
Q2 2017 Aug 09, 2017	BUY	N/A	12,640	12,640 $501,000

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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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