Envestnet Asset Management
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Envestnet Asset Management’s Riverview Bancorp RVSB Stock Holding History

Envestnet Asset Management’s Portfolio RVSB Stock Details RVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,217
Closed -$109K – 4087
2022
Q4 		$109K Hold
14,217
– – ﹤0.01% 3799
2022
Q3 		$90K Hold
14,217
– – ﹤0.01% 3753
2022
Q2 		$94K Buy
+14,217
New +$97.5K ﹤0.01% 3762

Other funds holding RVSB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management's RVSB Position: Q1 2023 in Review

Envestnet Asset Management sold out of Riverview Bancorp (RVSB) in Q1 2023, closing a stake of 14,217 shares — an estimated $109K sold.

Envestnet Asset Management first reported a position in RVSB in Q2 2022 and held it in 3 quarters. The position peaked at $109K in Q4 2022. 56 funds tracked by Wall St. Rank hold RVSB as of Q1 2023.

  • Envestnet Asset Management reported no remaining Riverview Bancorp position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 14,217 Riverview Bancorp shares in Q1 2023, an estimated $109K.
  • Envestnet Asset Management first reported a position in Riverview Bancorp in Q2 2022 and held it in 3 quarters.
  • Envestnet Asset Management's Riverview Bancorp position peaked at $109K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Riverview Bancorp as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.