MinichMacGregor Wealth Management’s Enviri NVRI Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-500	Closed	-$3.15K	–	452
2022 Q4	$3.15K	Buy	+500	New	+$2.98K	﹤0.01%	526
2018 Q4	–	Sell	-500	Closed	-$14K	–	361
2018 Q3	$14K	Hold	500	–	–	0.01%	273
2018 Q2	$10K	Hold	500	–	–	0.01%	303
2018 Q1	$10K	Hold	500	–	–	0.01%	308
2017 Q4	$9K	Buy	+500	New	+$9.63K	0.01%	319

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

ACB

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

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

MinichMacGregor Wealth Management's NVRI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Enviri (NVRI) in Q1 2023, closing a stake of 500 shares — an estimated $3.15K sold.

MinichMacGregor Wealth Management first reported a position in NVRI in Q4 2017 and held it in 5 quarters. The position peaked at $14K in Q3 2018. 175 funds tracked by Wall St. Rank hold NVRI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Enviri position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 500 Enviri shares in Q1 2023, an estimated $3.15K.
MinichMacGregor Wealth Management first reported a position in Enviri in Q4 2017 and held it in 5 quarters.
MinichMacGregor Wealth Management's Enviri position peaked at $14K in Q3 2018.
175 funds tracked by Wall St. Rank held Enviri as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.