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.
Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary invest...Wealth Management, 3 months ago
Impactive Capital reached a cooperation agreement with wealth management firm Envestnet. Clearlake Capital disclosed a large stake in cloud-platform provider...Barron''s, 6 months ago
Impactive Capital disclosed a large stake in financial-technology firm Envestnet. Hill Path Capital raised its stake in restaurant and arcade chain Dave & Bu...Barron''s, 9 months ago
Impactive Capital says it is frustrated with the advisor-technology company''s financial performance.Barron''s, 9 months ago