Roundview Capital LLC Envestnet, Inc. Transaction History

Roundview Capital LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$44.4 - $60.51 $210,145 - $286,393	-4,733 Reduced 48.73%	4,980 $221,000
Q2 2022 Aug 11, 2022	SELL	$52.71 - $83.57 $7,273 - $11,532	-138 Reduced 1.4%	9,713 $513,000
Q1 2022 May 11, 2022	SELL	$66.01 - $80.6 $3,894 - $4,755	-59 Reduced 0.6%	9,851 $733,000
Q4 2021 Feb 10, 2022	BUY	$75.93 - $85.32 $752,466 - $845,521	9,910 New	9,910 $786,000
Q4 2019 Feb 10, 2020	SELL	$54.57 - $71.85 $401,635 - $528,816	-7,360 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$55.42 - $73.16 $11,915 - $15,729	-215 Reduced 2.84%	7,360 $417,000
Q2 2019 Aug 12, 2019	BUY	$65.25 - $72.61 $119,081 - $132,513	1,825 Added 31.74%	7,575 $518,000
Q1 2019 May 09, 2019	BUY	$47.14 - $66.67 $271,055 - $383,352	5,750 New	5,750 $376,000

15.7M

3.1K

9.2K

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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