Envestnet shares owned by Brian McDonald
Historical chart of Brian McDonald investment in Envestnet
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Quarterly reported holdings in Envestnet by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 27k | 62.64 |
| 2024-06-30 | $4.3M | 69k | 62.62 |
| 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 |