Wells Fargo & Company Envestnet, Inc. Transaction History

Wells Fargo & Company

$410 Billion
Q1 2024

A detailed history of Wells Fargo & Company transactions in Envestnet, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 73,464 shares of ENV stock, worth $4.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

73,464

Previous 63,138 16.35%

Holding current value

$4.55 Million

Previous $3.13 Million 36.08%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$48.28 - $57.91 $498,539 - $597,978	10,326 Added 16.35%	73,464 $4.25 Million
Q4 2023 Feb 09, 2024	SELL	$33.55 - $49.8 $377,303 - $560,050	-11,246 Reduced 15.12%	63,138 $3.13 Million
Q3 2023 Nov 13, 2023	SELL	$43.16 - $63.05 $471,911 - $689,388	-10,934 Reduced 12.82%	74,384 $3.28 Million
Q2 2023 Aug 15, 2023	BUY	$50.72 - $66.31 $531,241 - $694,530	10,474 Added 13.99%	85,318 $5.06 Million
Q1 2023 May 12, 2023	BUY	$52.8 - $68.99 $3.68 Million - $4.81 Million	69,691 Added 1352.44%	74,844 $4.39 Million

Q4 2022 Feb 13, 2023	SELL	$43.13 - $61.77 $90,918 - $130,211	-2,108 Reduced 29.03%	5,153 $317,000
Q3 2022 Nov 14, 2022	BUY	$44.4 - $60.51 $2,797 - $3,812	63 Added 0.88%	7,261 $322,000
Q2 2022 Aug 12, 2022	SELL	$52.71 - $83.57 $2.79 Million - $4.42 Million	-52,936 Reduced 88.03%	7,198 $379,000
Q1 2022 May 16, 2022	SELL	$66.01 - $80.6 $1.15 Million - $1.41 Million	-17,493 Reduced 22.53%	60,134 $4.48 Million
Q4 2021 Feb 14, 2022	SELL	$75.93 - $85.32 $3.78 Million - $4.25 Million	-49,819 Reduced 39.09%	77,627 $6.16 Million
Q3 2021 Nov 15, 2021	SELL	$72.19 - $80.24 $31.7 Million - $35.2 Million	-439,185 Reduced 77.51%	127,446 $10.2 Million
Q2 2021 Aug 16, 2021	SELL	$65.18 - $79.49 $41.9 Million - $51.1 Million	-642,302 Reduced 53.13%	566,631 $43 Million
Q1 2021 May 13, 2021	SELL	$64.02 - $86.95 $87.8 Million - $119 Million	-1,372,060 Reduced 53.16%	1,208,933 $87.3 Million
Q4 2020 Feb 09, 2021	SELL	$74.94 - $84.32 $80 Million - $90 Million	-1,067,352 Reduced 29.26%	2,580,993 $212 Million
Q3 2020 Nov 05, 2020	SELL	$74.11 - $89.04 $18.9 Million - $22.7 Million	-254,672 Reduced 6.53%	3,648,345 $282 Million
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $18.6 Million - $30 Million	394,622 Added 11.25%	3,903,017 $287 Million
Q1 2020 May 14, 2020	BUY	$48.86 - $87.67 $171 Million - $308 Million	3,508,395 New	3,508,395 $189 Million

Others Institutions Holding ENV

# of Institutions

246

Shares Held

59.6M

Call Options Held

68.4K

Put Options Held

249K

View Full List

About ENVESTNET, INC.

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.42B
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...

More about ENV

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Wells Fargo & Company Envestnet, Inc. Transaction History