AWE
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Avidian Wealth Enterprises’s Enviri NVRI Stock Holding History

Avidian Wealth Enterprises’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
2019
Q3 		– Sell
-23,599
Closed -$648K – 204
2019
Q2 		$648K Buy
+23,599
New +$577K 0.15% 54

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RRAM
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Adage Capital Partners
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SCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Avidian Wealth Enterprises's NVRI Position: Q3 2019 in Review

Avidian Wealth Enterprises sold out of Enviri (NVRI) in Q3 2019, closing a stake of 23,599 shares — an estimated $648K sold.

Avidian Wealth Enterprises first reported a position in NVRI in Q2 2019 and held it in 1 quarter. The position peaked at $648K in Q2 2019. 216 funds tracked by Wall St. Rank hold NVRI as of Q3 2019.

  • Avidian Wealth Enterprises reported no remaining Enviri position as of Q3 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 23,599 Enviri shares in Q3 2019, an estimated $648K.
  • Avidian Wealth Enterprises first reported a position in Enviri in Q2 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Enviri position peaked at $648K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held Enviri as of Q3 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2019, filed 14 Nov 2019.