Rise Advisors’s Enviri NVRI Stock Holding History

Rise 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 Q2	–	Sell	-120	Closed	-$820	–	759
2023 Q1	$820	Hold	120	–	–	﹤0.01%	678
2022 Q4	$755	Hold	120	–	–	﹤0.01%	677
2022 Q3	$0	Hold	120	–	–	﹤0.01%	731
2022 Q2	$1K	Hold	120	–	–	﹤0.01%	654
2022 Q1	$1K	Hold	120	–	–	﹤0.01%	622
2021 Q4	$2K	Buy	+120	New	+$1.94K	﹤0.01%	533

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

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

ACB

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

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

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

PCMI

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

Rise Advisors's NVRI Position: Q2 2023 in Review

Rise Advisors sold out of Enviri (NVRI) in Q2 2023, closing a stake of 120 shares — an estimated $820 sold.

Rise Advisors first reported a position in NVRI in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 187 funds tracked by Wall St. Rank hold NVRI as of Q2 2023.

Rise Advisors reported no remaining Enviri position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 120 Enviri shares in Q2 2023, an estimated $820.
Rise Advisors first reported a position in Enviri in Q4 2021 and held it in 6 quarters.
Rise Advisors's Enviri position peaked at $2K in Q4 2021.
187 funds tracked by Wall St. Rank held Enviri as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.