Neuberger Berman Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,701
| Closed | -$223K | – | 1853 |
|
|
2020
Q4 | $223K | Hold |
2,701
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q3 | $208K | Buy |
+2,701
| New | +$208K | ﹤0.01% | 1540 |
|
|
2020
Q1 | – | Sell |
-31,579
| Closed | -$2.2M | – | 1663 |
|
|
2019
Q4 | $2.2M | Buy |
31,579
+58
| +0.2% | +$4.04K | ﹤0.01% | 1013 |
|
|
2019
Q3 | $1.79M | Buy |
31,521
+28,222
| +855% | +$1.6M | ﹤0.01% | 1035 |
|
|
2019
Q2 | $226K | Buy |
+3,299
| New | +$226K | ﹤0.01% | 1462 |
|
|
2015
Q1 | – | Sell |
-26,800
| Closed | -$1.32M | – | 1737 |
|
|
2014
Q4 | $1.32M | Buy |
+26,800
| New | +$1.32M | ﹤0.01% | 1157 |
|
|
2014
Q1 | – | Sell |
-7,762
| Closed | -$313K | – | 1736 |
|
|
2013
Q4 | $313K | Sell |
7,762
-4,259
| -35% | -$172K | ﹤0.01% | 1422 |
|
|
2013
Q3 | $373K | Buy |
+12,021
| New | +$373K | ﹤0.01% | 1364 |
|