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Personal CFO Solutions’s Enviri NVRI Stock Holding History

Personal CFO Solutions’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
2022
Q2 		– Sell
-25,109
Closed -$307K – 480
2022
Q1 		$307K Buy
25,109
+109
+0.4% +$1.6K 0.06% 314
2021
Q4 		$418K Buy
25,000
+5,000
+25% +$80.6K 0.08% 228
2021
Q3 		$339K Hold
20,000
– – 0.07% 261
2021
Q2 		$408K Hold
20,000
– – 0.08% 216
2021
Q1 		$343K Hold
20,000
– – 0.07% 224
2020
Q4 		$360K Hold
20,000
– – 0.09% 208
2020
Q3 		$0 Hold
20,000
– – ﹤0.01% 272
2020
Q2 		$270K Hold
20,000
– – 0.08% 227
2020
Q1 		$139K Buy
+20,000
New +$273K 0.05% 254

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
Barrow, Hanley, Mewhinney & Strauss
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
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Personal CFO Solutions's NVRI Position: Q2 2022 in Review

Personal CFO Solutions sold out of Enviri (NVRI) in Q2 2022, closing a stake of 25,109 shares — an estimated $307K sold.

Personal CFO Solutions first reported a position in NVRI in Q1 2020 and held it in 9 quarters. The position peaked at $418K in Q4 2021. 185 funds tracked by Wall St. Rank hold NVRI as of Q2 2022.

  • Personal CFO Solutions reported no remaining Enviri position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 25,109 Enviri shares in Q2 2022, an estimated $307K.
  • Personal CFO Solutions first reported a position in Enviri in Q1 2020 and held it in 9 quarters.
  • Personal CFO Solutions's Enviri position peaked at $418K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Enviri as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.