Van Hulzen Asset Management, LLC Envestnet, Inc. Transaction History

Van Hulzen Asset Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 06, 2021	SELL	$65.18 - $79.49 $348,452 - $424,953	-5,346 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$64.02 - $86.95 $7,490 - $10,173	117 Added 2.24%	5,346 $386,000
Q4 2020 Feb 16, 2021	BUY	$74.94 - $84.32 $179,406 - $201,862	2,394 Added 84.44%	5,229 $430,000
Q3 2020 Nov 03, 2020	SELL	$74.11 - $89.04 $210,842 - $253,318	-2,845 Reduced 50.09%	2,835 $219,000
Q2 2020 Aug 11, 2020	SELL	$47.07 - $76.08 $2,447 - $3,956	-52 Reduced 0.91%	5,680 $418,000
Q1 2020 May 14, 2020	BUY	$48.86 - $87.67 $1,710 - $3,068	35 Added 0.61%	5,732 $308,000
Q4 2019 Feb 12, 2020	SELL	$54.57 - $71.85 $13,751 - $18,106	-252 Reduced 4.24%	5,697 $397,000
Q3 2019 Oct 30, 2019	SELL	$55.42 - $73.16 $5,597 - $7,389	-101 Reduced 1.67%	5,949 $337,000
Q2 2019 Aug 08, 2019	BUY	$65.25 - $72.61 $26,752 - $29,770	410 Added 7.27%	6,050 $414,000
Q1 2019 May 01, 2019	BUY	$47.14 - $66.67 $4,384 - $6,200	93 Added 1.68%	5,640 $369,000
Q4 2018 Feb 12, 2019	BUY	$46.62 - $61.79 $258,601 - $342,749	5,547 New	5,547 $273,000

254

51.5M

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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