Phase 2 Partners »

Envestnet shares owned by Phase 2 Partners

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Phase 2 Partners from 13F filings

Historical chart of Phase 2 Partners investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Phase 2 Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Envestnet by Phase 2 Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 319k 49.52
2023-09-30 $24M 541k 44.03
2023-06-30 $15M 246k 59.35
2022-12-31 $10M 169k 61.70