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Envestnet shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Envestnet

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

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Quarterly reported holdings in Envestnet by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 31k 57.91
2023-09-30 $1.3M 30k 44.03
2022-12-31 $1.6M 25k 66.15
2022-09-30 $1.2M 25k 46.70
2022-06-30 $1.3M 25k 52.48
2022-03-31 $2.1M 25k 82.91
2021-12-31 $1.7M 25k 70.07
2021-09-30 $2.1M 25k 84.68
2021-06-30 $2.3M 30k 77.01
2021-03-31 $212k 2.9k 72.71
2020-12-31 $227k 2.7k 83.37
2020-09-30 $250k 3.0k 84.07
2020-06-30 $248k 3.1k 80.80
2019-12-31 $228k 2.9k 79.59
2019-09-30 $650k 11k 60.60
2019-06-30 $1.2M 17k 71.79
2019-03-31 $1.1M 17k 66.85
2018-12-31 $869k 17k 52.26
2018-09-30 $1.3M 23k 55.53