ENVESTNET, INC. - COM (ENV)

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / COM
Shares, excl. options Q3 2024
51.7M
Holdings value Q3 2024
$3.24B
Value change Q3 2024
-$429M
Grand Portfolio weight change Q3 2024
-0.001%
Number of holders
256
Number of buys Q3 2024
136
Number of sells Q3 2024
-138
Average buys Q3 2024 %
+0.006%
Average sells Q3 2024 %
-0.004%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 51.7M $3.24B -$429M $62.62 256
2024 Q2 58.5M $3.66B -$42.6M $62.59 253
2024 Q1 59.3M $3.43B +$35.9M $57.91 229
2023 Q4 58.8M $2.91B +$132M $49.52 219
2023 Q3 56.4M $2.49B -$140M $44.03 221
2023 Q2 58.4M $3.46B -$3.78M $59.35 227
2023 Q1 58.3M $3.42B +$7.96M $58.67 235
2022 Q4 58.3M $3.6B +$275M $61.70 237
2022 Q3 55.8M $2.48B -$8.34M $44.40 228
2022 Q2 55.8M $2.94B -$62.9M $52.77 243
2022 Q1 56.5M $4.21B +$32M $74.44 266
2021 Q4 56M $4.45B -$57.4M $79.34 250
2021 Q3 56.4M $4.53B +$43M $80.24 230
2021 Q2 55.9M $4.24B +$81.3M $75.86 240
2021 Q1 54.9M $3.96B -$39.8M $72.23 228
2020 Q4 55.2M $4.54B -$145M $82.29 280
2020 Q3 57M $4.4B +$322M $77.16 272
2020 Q2 52.8M $3.89B +$179M $73.54 249
2020 Q1 50.7M $2.72B -$62.1M $53.78 234
2019 Q4 50.7M $3.53B +$8.71M $69.63 229
2019 Q3 49.5M $2.81B +$211M $56.70 218
2019 Q2 47M $3.21B +$66.9M $68.37 229
2019 Q1 46.5M $3.04B +$73.5M $65.39 226
2018 Q4 45.2M $2.22B -$17.7M $49.19 205
2018 Q3 45.4M $2.76B +$72.5M $60.95 211
2018 Q2 44.3M $2.44B +$152M $54.95 208
2018 Q1 41.9M $2.4B +$8.09M $57.30 204
2017 Q4 41.8M $2.08B -$32.1M $49.85 199
2017 Q3 42.3M $2.16B +$8.28M $51.00 169
2017 Q2 42.4M $1.68B +$125M $39.60 143
2017 Q1 43.3M $1.4B +$69.5M $32.30 156
2016 Q4 43.6M $1.54B +$9.86M $35.25 151
2016 Q3 43M $1.57B -$8.8M $36.45 137
2016 Q2 42.8M $1.43B +$13.2M $33.31 131
2016 Q1 43M $1.17B +$23.6M $27.20 127
2015 Q4 41.9M $1.25B +$93.4M $29.85 136
2015 Q3 38.8M $1.16B +$106M $29.97 133
2015 Q2 34.3M $1.39B -$26.1M $40.43 145
2015 Q1 33.8M $1.9B +$79M $56.08 136
2014 Q4 32.8M $1.6B +$43.7M $49.14 145
2014 Q3 32.5M $1.46B +$40.1M $45.00 130
2014 Q2 31.6M $1.53B +$95.5M $48.92 126
2014 Q1 29.8M $1.2B +$104M $40.18 128