Westfield Capital Management CO LP Envestnet, Inc. Transaction History

Westfield Capital Management CO LP

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.54 - $69.09 $31.9 Million - $39 Million	564,517 New	564,517 $35.3 Million
Q4 2020 Feb 12, 2021	SELL	$74.94 - $84.32 $18.1 Million - $20.4 Million	-241,658 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$74.11 - $89.04 $3.83 Million - $4.61 Million	51,745 Added 27.25%	241,658 $18.6 Million
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $508,120 - $821,283	10,795 Added 6.03%	189,913 $14 Million
Q1 2020 May 14, 2020	BUY	$48.86 - $87.67 $8.75 Million - $15.7 Million	179,118 New	179,118 $9.63 Million
Q4 2019 Feb 13, 2020	SELL	$54.57 - $71.85 $12.8 Million - $16.9 Million	-234,554 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$55.42 - $73.16 $9.2 Million - $12.2 Million	-166,076 Reduced 41.45%	234,554 $13.3 Million
Q2 2019 Aug 13, 2019	SELL	$65.25 - $72.61 $1.74 Million - $1.93 Million	-26,600 Reduced 6.23%	400,630 $27.4 Million
Q1 2019 May 14, 2019	BUY	$47.14 - $66.67 $451,601 - $638,698	9,580 Added 2.29%	427,230 $27.9 Million
Q4 2018 Feb 08, 2019	SELL	$46.62 - $61.79 $8.21 Million - $10.9 Million	-176,170 Reduced 29.67%	417,650 $20.5 Million
Q3 2018 Nov 14, 2018	SELL	$55.8 - $63.8 $1.17 Million - $1.33 Million	-20,880 Reduced 3.4%	593,820 $36.2 Million
Q2 2018 Aug 13, 2018	BUY	$52.55 - $59.45 $32.3 Million - $36.5 Million	614,700 New	614,700 $33.8 Million

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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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