The first Envestnet trade was made in Q2 2013.
Since then Chuck Royce bought shares four more times and sold shares on eleven occasions. The investor completely sold their stake between Q1 2020 and Q3 2024.
Avg closing price
Price range
Sold -6 Thousand shares
Q3 2024
Avg closing price
$62.38
Price range
$61.13
-
$63.25
Sold 20.0% shares (-1.5 Thousand shares)
Q1 2021
Avg closing price
$77.76
Price range
$64.02
-
$86.95
Sold 53.1% shares (-8.5 Thousand shares)
Q4 2020
Avg closing price
$80.59
Price range
$74.94
-
$84.32
Sold 42.9% shares (-12 Thousand shares)
Q1 2020
Avg closing price
$71.65
Price range
$48.86
-
$87.67
Increased shares by 47.4% (+9 Thousand shares)
Q2 2019
Avg closing price
$68.65
Price range
$65.25
-
$72.61
Increased shares by 216.7% (+13 Thousand shares)
Q1 2019
Avg closing price
$57.56
Price range
$47.14
-
$66.67
New holding (+6 Thousand shares)
Q3 2017
Avg closing price
$42.74
Price range
$37.55
-
$51.00
Sold -207 Thousand shares
Q3 2015
Avg closing price
$36.66
Price range
$29.33
-
$46.12
Sold 34.4% shares (-108 Thousand shares)
Q2 2015
Avg closing price
$48.12
Price range
$40.43
-
$55.70
Sold 21.8% shares (-87.7 Thousand shares)
Q1 2015
Avg closing price
$53.36
Price range
$47.02
-
$57.37
Sold 2.4% shares (-10.1 Thousand shares)
Q3 2014
Avg closing price
$45.79
Price range
$43.44
-
$48.88
Sold 18.3% shares (-92.5 Thousand shares)
Q2 2014
Avg closing price
$40.46
Price range
$34.14
-
$49.64
Sold 16.6% shares (-101 Thousand shares)
Q1 2014
Avg closing price
$42.86
Price range
$38.98
-
$47.87
Sold 4.9% shares (-31.5 Thousand shares)
Q4 2013
Avg closing price
$36.46
Price range
$28.62
-
$40.30
Increased shares by 20.2% (+107 Thousand shares)
Q3 2013