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Envestnet shares owned by Y-Intercept

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

Historical chart of Y-Intercept investment in Envestnet

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All positions including Envestnet held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Y-Intercept

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 30k 44.03
2022-09-30 $775k 18k 44.40
2022-06-30 $723k 14k 52.78
2022-03-31 $218k 2.9k 74.28
2021-09-30 $322k 4.0k 80.20
2021-06-30 $209k 2.8k 75.72