JFS Wealth Advisors’s Enviri NVRI Stock Holding History

JFS 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
2023 Q4	–	Sell	-1,527	Closed	-$11K	–	2028
2023 Q3	$11K	Hold	1,527	–	–	﹤0.01%	696
2023 Q2	$15.1K	Hold	1,527	–	–	﹤0.01%	602
2023 Q1	$10.4K	Hold	1,527	–	–	﹤0.01%	705
2022 Q4	$9.61K	Hold	1,527	–	–	﹤0.01%	726
2022 Q3	$6K	Hold	1,527	–	–	﹤0.01%	933
2022 Q2	$11K	Hold	1,527	–	–	﹤0.01%	741
2022 Q1	$19K	Hold	1,527	–	–	﹤0.01%	623
2021 Q4	$26K	Hold	1,527	–	–	﹤0.01%	528
2021 Q3	$26K	Buy	+1,527	New	+$28.2K	﹤0.01%	505

Other funds holding NVRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

JFS Wealth Advisors's NVRI Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Enviri (NVRI) in Q4 2023, closing a stake of 1,527 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in NVRI in Q3 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2021. 184 funds tracked by Wall St. Rank hold NVRI as of Q4 2023.

JFS Wealth Advisors reported no remaining Enviri position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 1,527 Enviri shares in Q4 2023, an estimated $11K.
JFS Wealth Advisors first reported a position in Enviri in Q3 2021 and held it in 9 quarters.
JFS Wealth Advisors's Enviri position peaked at $26K in Q4 2021.
184 funds tracked by Wall St. Rank held Enviri as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.