Macquarie Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $20M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $98 | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $175K | Hold |
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|
2020
Q2 | $166K | Buy |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $119K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $194K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.32M | Sell |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $1.29M | Sell |
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|
2014
Q2 | $1.72M | Buy |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.17M | Buy |
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