NFG
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Next Financial Group’s Enviri NVRI Stock Holding History

Next Financial 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
2020
Q2 		– Sell
-628
Closed -$4K – 1463
2020
Q1 		$4K Buy
628
+468
+293% +$6.39K ﹤0.01% 1783
2019
Q4 		$4K Hold
160
– – ﹤0.01% 2026
2019
Q3 		$3K Buy
+160
New +$3.39K ﹤0.01% 2030

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Financial Group's NVRI Position: Q2 2020 in Review

Next Financial Group sold out of Enviri (NVRI) in Q2 2020, closing a stake of 628 shares — an estimated $4K sold.

Next Financial Group first reported a position in NVRI in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 181 funds tracked by Wall St. Rank hold NVRI as of Q2 2020.

  • Next Financial Group reported no remaining Enviri position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 628 Enviri shares in Q2 2020, an estimated $4K.
  • Next Financial Group first reported a position in Enviri in Q3 2019 and held it in 3 quarters.
  • Next Financial Group's Enviri position peaked at $4K in Q1 2020.
  • 181 funds tracked by Wall St. Rank held Enviri as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.