William Frels - Mairs & Power Inc
Holding/activity history for Envestnet Inc (ENV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q2 | 0 | 0.00 | Sell 100.00% | 0.03 | SEC | ||
| 2023 Q1 | 49,786 | 0.03 | Reduce 41.76% | 0.03 | $58.67 | $2,920,945 | SEC |
| 2022 Q4 | 85,486 | 0.06 | Reduce 12.60% | <0.01 | $61.70 | $5,274,486 | SEC |
| 2022 Q3 | 97,806 | 0.05 | Reduce 0.04% | $44.40 | $4,343,000 | SEC | |
| 2022 Q2 | 97,845 | 0.06 | Reduce 0.06% | $52.77 | $5,163,000 | SEC | |
| 2022 Q1 | 97,901 | 0.07 | Reduce 0.07% | $74.44 | $7,288,000 | SEC | |
| 2021 Q4 | 97,965 | 0.07 | Reduce 0.03% | $79.34 | $7,773,000 | SEC | |
| 2021 Q3 | 97,996 | 0.08 | Reduce 0.09% | <0.01 | $80.24 | $7,863,000 | SEC |
| 2021 Q2 | 98,085 | 0.07 | Add 39.43% | 0.02 | $75.86 | $7,441,000 | SEC |
| 2021 Q1 | 70,349 | 0.05 | Add 46.56% | 0.02 | $72.23 | $5,081,000 | SEC |
| 2020 Q4 | 48,000 | 0.04 | Add 63.82% | 0.02 | $82.29 | $3,950,000 | SEC |
| 2020 Q3 | 29,300 | 0.03 | Add 72.35% | 0.01 | $77.17 | $2,261,000 | SEC |
| 2020 Q2 | 17,000 | 0.02 | Buy | 0.02 | $73.53 | $1,250,000 | SEC |