Hm Payson & CO Envestnet, Inc. Transaction History

Hm Payson & CO

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 30, 2021	SELL	$72.19 - $80.24 $36,095 - $40,120	-500 Closed	0 $0
Q2 2021 Aug 17, 2021	SELL	$65.18 - $79.49 $571,954 - $697,524	-8,775 Reduced 94.61%	500 $38,000
Q1 2021 Jun 15, 2021	BUY	$64.02 - $86.95 $12,804 - $17,390	200 Added 2.2%	9,275 $670,000
Q4 2020 Mar 10, 2021	BUY	$74.94 - $84.32 $352,218 - $396,303	4,700 Added 107.43%	9,075 $747,000
Q3 2020 Dec 21, 2020	BUY	$74.11 - $89.04 $35,202 - $42,294	475 Added 12.18%	4,375 $338,000
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $164,745 - $266,280	3,500 Added 875.0%	3,900 $287,000
Q1 2020 Jul 01, 2020	BUY	$48.86 - $87.67 $19,544 - $35,068	400 New	400 $22,000

248

51.3M

38.3K

131K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

Stay updated on Hm Payson & CO with notifications on news.