Envestnet shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Envestnet
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Quarterly reported holdings in Envestnet by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $313k | 5.0k | 62.62 |
| 2024-06-30 | $313k | 5.0k | 62.59 |
| 2024-03-31 | $301k | 5.2k | 57.91 |
| 2023-12-31 | $257k | 5.2k | 49.52 |
| 2023-09-30 | $709k | 16k | 44.03 |
| 2023-06-30 | $1.1M | 18k | 59.35 |
| 2023-03-31 | $1.1M | 19k | 58.67 |
| 2022-12-31 | $1.3M | 19k | 66.49 |
| 2022-09-30 | $826k | 19k | 44.39 |
| 2022-06-30 | $981k | 19k | 52.72 |
| 2022-03-31 | $1.4M | 19k | 74.44 |
| 2021-12-31 | $1.5M | 19k | 79.33 |
| 2021-09-30 | $1.5M | 19k | 80.24 |
| 2021-06-30 | $1.5M | 19k | 75.84 |
| 2021-03-31 | $312k | 4.3k | 72.24 |
| 2020-12-31 | $372k | 4.5k | 82.21 |
| 2020-09-30 | $349k | 4.5k | 77.13 |
| 2020-06-30 | $345k | 4.7k | 73.55 |
| 2020-03-31 | $232k | 4.3k | 53.77 |
| 2019-12-31 | $292k | 4.2k | 69.56 |
| 2019-09-30 | $230k | 4.1k | 56.59 |
| 2019-06-30 | $278k | 4.1k | 68.41 |
| 2019-03-31 | $247k | 3.8k | 65.31 |
| 2018-12-31 | $186k | 3.8k | 49.18 |
| 2018-09-30 | $231k | 3.8k | 61.08 |
| 2018-06-30 | $208k | 3.8k | 55.00 |
| 2018-03-31 | $217k | 3.8k | 57.38 |
| 2017-12-31 | $189k | 3.8k | 49.97 |
| 2017-09-30 | $168k | 3.8k | 44.42 |
| 2017-06-30 | $150k | 3.8k | 39.66 |
| 2017-03-31 | $116k | 3.6k | 32.42 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors