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Envestnet shares owned by Oppenheimer Asset Management

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Oppenheimer Asset Management from 13F filings

Historical chart of Oppenheimer Asset Management investment in Envestnet

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All positions including Envestnet held by Oppenheimer Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Oppenheimer Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 28k 57.91
2023-09-30 $1.6M 36k 44.03
2023-06-30 $2.2M 36k 59.35
2023-03-31 $2.1M 36k 58.67
2022-12-31 $562k 9.1k 61.70
2022-09-30 $348k 7.8k 44.52
2022-06-30 $389k 7.4k 52.89
2022-03-31 $542k 7.3k 74.37
2021-12-31 $827k 7.4k 111.11
2021-09-30 $629k 7.8k 80.36
2021-06-30 $1.8M 16k 111.11
2021-03-31 $1.8M 24k 72.20
2020-12-31 $2.4M 29k 82.34
2020-09-30 $2.2M 28k 77.10
2020-06-30 $1.9M 26k 73.50
2020-03-31 $1.3M 24k 53.78
2019-12-31 $1.5M 22k 69.59
2019-09-30 $1.4M 26k 56.74
2019-06-30 $1.9M 28k 68.39
2019-03-31 $1.3M 21k 65.37
2018-12-31 $1.1M 23k 49.18
2018-09-30 $1.3M 21k 60.95
2018-06-30 $995k 18k 54.98
2018-03-31 $1.0M 18k 57.29
2017-12-31 $417k 8.2k 51.09
2017-09-30 $417k 8.2k 51.09
2017-06-30 $320k 8.1k 39.58
2017-03-31 $261k 8.1k 32.36