ENVESTNET, INC. - COM (ENV)

Historical Portfolio Holders from Q1 2014 to Q2 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
59.3M
Holdings value Q1 2024
$3.43B
Value change Q1 2024
+$36.1M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
228
Number of buys Q1 2024
16
Number of sells Q1 2024
-9
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q2 629K $39.4M +$2.2M $62.59 34
2024 Q1 59.3M $3.43B +$36.1M $57.91 228
2023 Q4 58.9M $2.91B +$132M $49.52 217
2023 Q3 56.4M $2.49B -$109M $44.03 221
2023 Q2 57.8M $3.43B -$34.1M $59.35 225
2023 Q1 58.3M $3.42B +$8.92M $58.67 234
2022 Q4 58.1M $3.58B +$278M $61.70 234
2022 Q3 55.8M $2.48B -$8.09M $44.40 227
2022 Q2 55.7M $2.94B -$65.4M $52.77 245
2022 Q1 56.5M $4.21B +$32M $74.44 266
2021 Q4 56M $4.45B -$1.77M $79.34 248
2021 Q3 53.8M $4.31B -$149M $80.24 229
2021 Q2 55.7M $4.22B +$79.6M $75.86 238
2021 Q1 54.8M $3.96B -$39.8M $72.23 229
2020 Q4 55.1M $4.54B -$144M $82.29 281
2020 Q3 56.9M $4.39B +$322M $77.16 268
2020 Q2 52.8M $3.89B +$179M $73.54 250
2020 Q1 50.6M $2.72B -$62.1M $53.78 232
2019 Q4 50.7M $3.53B +$6.27M $69.63 228
2019 Q3 49.3M $2.8B +$211M $56.70 217
2019 Q2 46.9M $3.21B +$66.9M $68.37 225
2019 Q1 46.4M $3.04B +$73.7M $65.39 222
2018 Q4 45.2M $2.22B -$17.7M $49.19 204
2018 Q3 45.4M $2.76B +$72.5M $60.95 211
2018 Q2 44.3M $2.44B +$152M $54.95 205
2018 Q1 41.9M $2.4B +$8.09M $57.30 204
2017 Q4 41.8M $2.08B -$32.5M $49.85 196
2017 Q3 42.3M $2.16B +$8.28M $51.00 173
2017 Q2 42.4M $1.68B +$125M $39.60 144
2017 Q1 43.3M $1.4B +$69.5M $32.30 159
2016 Q4 43.6M $1.54B +$9.86M $35.25 150
2016 Q3 43M $1.57B -$8.8M $36.45 137
2016 Q2 42.8M $1.43B +$13.2M $33.31 133
2016 Q1 43M $1.17B +$23.6M $27.20 127
2015 Q4 41.9M $1.25B +$93.4M $29.85 135
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