Worth Venture Partners, LLC Envestnet, Inc. Transaction History

Worth Venture Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$52.8 - $68.99 $167,217 - $218,491	-3,167 Reduced 19.64%	12,961 $760,000
Q4 2022 Feb 14, 2023	SELL	$43.13 - $61.77 $135,902 - $194,637	-3,151 Reduced 16.34%	16,128 $995,000
Q3 2022 Nov 14, 2022	SELL	$44.4 - $60.51 $436,274 - $594,571	-9,826 Reduced 33.76%	19,279 $856,000
Q2 2022 Aug 15, 2022	SELL	$52.71 - $83.57 $201,088 - $318,819	-3,815 Reduced 11.59%	29,105 $1.53 Million
Q1 2022 May 16, 2022	BUY	$66.01 - $80.6 $118,818 - $145,080	1,800 Added 5.78%	32,920 $2.45 Million
Q2 2021 Aug 16, 2021	BUY	$65.18 - $79.49 $1.26 Million - $1.54 Million	19,392 Added 165.35%	31,120 $2.36 Million
Q1 2021 May 17, 2021	BUY	$64.02 - $86.95 $750,826 - $1.02 Million	11,728 New	11,728 $847,000

273

51.8M

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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