Susie Lee bought Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV)
Susie Lee (D-NV), a U.S. Representative, has disclosed 3 trades in Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV) since 2020, 1 purchase and 2 sales, worth an estimated $24K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Susie Lee bought $1,001 - $15,000 of Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV) on January 9, 2020. Since that trade, ENV is up +28.70% against the S&P 500 up +148.47%, an outperformance of -119.77%.
Across these filings, Susie Lee has been a net seller of ENV (a buy-to-sell ratio of 0.50). The most recent disclosed ENV transaction shown was dated February 24, 2020. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Susie Lee's ENV trades vs the price
ENV is up +28.70% since Susie Lee bought on January 9, 2020, versus +148.47% for the S&P 500.
Performance since this trade
All Susie Lee ENV trades
Susie Lee & ENV trading FAQ
Is it legal for Susie Lee to trade Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Susie Lee buy ENV?
Susie Lee disclosed a purchase of $1,001 - $15,000 of Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV) on January 9, 2020, according to public STOCK Act filings.
How has ENV performed since Susie Lee's trade?
Since Susie Lee bought ENV on January 9, 2020, the stock is up +28.70%, versus +148.47% for the S&P 500 over the same period, an outperformance of -119.77%.
How many times has Susie Lee traded ENV?
Susie Lee has disclosed 3 ENV trades since 2020 (1 purchase and 2 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional ENV trades?
Quantellect tracks every disclosed congressional trade in Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 (ENV) on the Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 congressional trading page, which aggregates filings across all members of Congress.
Susie Lee's ENV tradesAll congressional filings for Envestnet, Inc (ENV) [ST] F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340Susie Lee's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.