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Envestnet shares owned by Atlantic Trust

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in Envestnet

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All positions including Envestnet held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $181k 3.2k 57.29
2023-09-30 $6.0M 135k 44.03
2023-06-30 $8.0M 135k 59.35
2023-03-31 $17M 151k 114.63
2022-12-31 $11M 169k 61.70
2022-09-30 $8.0M 181k 44.52
2022-06-30 $9.0M 171k 52.77
2022-03-31 $14M 181k 74.44
2021-12-31 $22M 275k 79.34
2021-09-30 $21M 262k 80.24
2021-06-30 $16M 206k 75.86
2021-03-31 $765k 11k 72.22
2020-12-31 $1.5M 18k 82.31
2020-09-30 $1.4M 18k 77.15
2020-03-31 $1.2M 22k 53.76
2019-12-31 $1.8M 26k 69.62
2019-09-30 $1.5M 26k 56.68
2019-06-30 $2.0M 29k 68.36
2019-03-31 $2.2M 33k 65.40
2018-12-31 $1.6M 33k 49.19
2018-09-30 $2.1M 35k 60.96
2018-06-30 $1.9M 35k 54.94
2018-03-31 $1.9M 34k 57.31
2017-12-31 $1.8M 37k 49.86
2017-09-30 $1.8M 36k 51.01