Allworth Financial’s Enviri NVRI Stock Holding History

Allworth Financial’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
2026 Q1	$26.4K	Buy	1,346 +79	+6%	+$1.47K	﹤0.01%	2791
2025 Q4	$22.7K	Buy	1,267 +1,219	+2,540%	+$18.2K	﹤0.01%	2728
2025 Q3	$610	Buy	48 +9	+23%	+$93	﹤0.01%	4383
2025 Q2	$339	Buy	39 +4	+11%	+$29	﹤0.01%	4219
2025 Q1	$234	Sell	35 -90	-72%	-$707	﹤0.01%	3840
2024 Q4	$1.16K	Sell	125 -117	-48%	-$977	﹤0.01%	3345
2024 Q3	$2.5K	Hold	242	–	–	﹤0.01%	2864
2024 Q2	$2.5K	Sell	242 -100	-29%	-$834	﹤0.01%	2822
2024 Q1	$3.13K	Buy	342 +100	+41%	+$840	﹤0.01%	2614
2023 Q4	$2.18K	Buy	242 +20	+9%	+$136	﹤0.01%	2644
2023 Q3	$1.6K	Buy	222 +97	+78%	+$784	﹤0.01%	2647
2023 Q2	$1.23K	Hold	125	–	–	﹤0.01%	2661
2023 Q1	$854	Hold	125	–	–	﹤0.01%	2728
2022 Q4	$786	Buy	+125	New	+$745	﹤0.01%	2540

Other funds holding NVRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return