Wellington Management Group LLP Envestnet, Inc. Transaction History

Wellington Management Group LLP

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$65.18 - $79.49 $4.77 Million - $5.81 Million	-73,111 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$64.02 - $86.95 $867,919 - $1.18 Million	13,557 Added 22.76%	73,111 $5.28 Million
Q4 2020 Feb 12, 2021	SELL	$74.94 - $84.32 $4.55 Million - $5.12 Million	-60,691 Reduced 50.47%	59,554 $4.9 Million
Q3 2020 Nov 16, 2020	BUY	$74.11 - $89.04 $190,833 - $229,278	2,575 Added 2.19%	120,245 $9.28 Million
Q2 2020 Aug 14, 2020	BUY	$47.07 - $76.08 $5.27 Million - $8.51 Million	111,858 Added 1924.6%	117,670 $8.65 Million
Q1 2020 May 14, 2020	SELL	$48.86 - $87.67 $199,153 - $357,342	-4,076 Reduced 41.22%	5,812 $313,000
Q4 2019 Feb 11, 2020	BUY	$54.57 - $71.85 $539,588 - $710,452	9,888 New	9,888 $688,000

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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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