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Acorn Wealth Advisors’s Enviri NVRI Stock Holding History

Acorn Wealth Advisors’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-714
Closed -$16K – 330
2018
Q2 		$16K Hold
714
– – 0.01% 431
2018
Q1 		$15K Hold
714
– – 0.01% 436
2017
Q4 		$14K Buy
+714
New +$13.8K 0.01% 435

Other funds holding NVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Acorn Wealth Advisors's NVRI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Enviri (NVRI) in Q3 2018, closing a stake of 714 shares — an estimated $16K sold.

Acorn Wealth Advisors first reported a position in NVRI in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 257 funds tracked by Wall St. Rank hold NVRI as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Enviri position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 714 Enviri shares in Q3 2018, an estimated $16K.
  • Acorn Wealth Advisors first reported a position in Enviri in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Enviri position peaked at $16K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held Enviri as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.