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Garrett Wealth Advisory Group’s Enviri NVRI Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-50
Closed -$948 – 460
2019
Q3 		$948 Buy
+50
New +$1.06K ﹤0.01% 721

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Garrett Wealth Advisory Group's NVRI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Enviri (NVRI) in Q4 2019, closing a stake of 50 shares — an estimated $948 sold.

Garrett Wealth Advisory Group first reported a position in NVRI in Q3 2019 and held it in 1 quarter. The position peaked at $948 in Q3 2019. 221 funds tracked by Wall St. Rank hold NVRI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Enviri position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 50 Enviri shares in Q4 2019, an estimated $948.
  • Garrett Wealth Advisory Group first reported a position in Enviri in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Enviri position peaked at $948 in Q3 2019.
  • 221 funds tracked by Wall St. Rank held Enviri as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.