The first Envestnet trade was made in Q2 2013.
Since then Jim Simons bought shares fourteen more times and sold shares on thirteen occasions. The investor sold all their shares in Q4 2024 and doesn't own any shares in Envestnet anymore.
Avg closing price
Price range
Sold -194k shares
Q4 2024
Avg closing price
$63.01
Price range
$62.59
-
$63.14
New holding (+194k shares)
Q3 2024
Avg closing price
$62.38
Price range
$61.13
-
$63.25
Sold -58.7k shares
Q3 2022
Avg closing price
$53.36
Price range
$44.40
-
$60.51
Increased shares by 231.6% (+41k shares)
Q2 2022
Avg closing price
$68.39
Price range
$52.71
-
$83.57
New holding (+17.7k shares)
Q1 2022
Avg closing price
$73.22
Price range
$66.01
-
$80.60
Sold -7.89k shares
Q1 2021
Avg closing price
$77.76
Price range
$64.02
-
$86.95
New holding (+7.89k shares)
Q4 2020
Avg closing price
$80.59
Price range
$74.94
-
$84.32
Sold -29.9k shares
Q4 2019
Avg closing price
$65.00
Price range
$54.57
-
$71.85
New holding (+29.9k shares)
Q3 2019
Avg closing price
$63.14
Price range
$55.42
-
$73.16
Sold -36.7k shares
Q2 2019
Avg closing price
$68.65
Price range
$65.25
-
$72.61
New holding (+36.7k shares)
Q1 2019
Avg closing price
$57.56
Price range
$47.14
-
$66.67
Sold -67.5k shares
Q4 2018
Avg closing price
$53.59
Price range
$46.62
-
$61.79
Sold 86.7% shares (-442k shares)
Q3 2018
Avg closing price
$60.47
Price range
$55.80
-
$63.80
Increased shares by 6.9% (+33.1k shares)
Q2 2018
Avg closing price
$55.57
Price range
$52.55
-
$59.45
Increased shares by 48.3% (+155k shares)
Q1 2018
Avg closing price
$54.96
Price range
$49.50
-
$59.75
Increased shares by 96.3% (+158k shares)
Q4 2017
Avg closing price
$51.76
Price range
$48.40
-
$54.25
Increased shares by 120.5% (+89.4k shares)
Q3 2017