Polen Capital started to build up the position in Envestnet in Q4 2019 and continued to invest until Q1 2021. Since then they sold 81.6 Thousand shares. The investor completely sold their stake between Q2 2021 and Q3 2021.
The new support platform for underrepresented advisors will offer coaching, a model portfolio and access to a tech stack that includes Altruist, RightCapital...Wealth Management, 23 days ago
Geode Capital Management LLC raised its position in shares of Envestnet, Inc. (NYSE:ENV) by 5.5% during the second quarter, according to its most recent disc...Transcript Daily, 7 months ago
No summary available.Insider Monkey, 8 months ago
Summary List Placement One week after the pandemic was declared in March 2020, Addepar, the wealth management-tech startup based in Mountain View, California...Business Insider, 10 months ago