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Sowell Financial Services’s Enviri NVRI Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-278
Closed -$5K – 3243
2020
Q4 		$5K Buy
+278
New +$4.47K ﹤0.01% 2284
2020
Q1 		– Sell
-202
Closed -$5K – 2604
2019
Q4 		$5K Sell
202
-165
-45% -$3.45K ﹤0.01% 1918
2019
Q3 		$7K Buy
+367
New +$7.78K ﹤0.01% 1643

Other funds holding NVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33B AUM 40.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sowell Financial Services's NVRI Position: Q1 2021 in Review

Sowell Financial Services sold out of Enviri (NVRI) in Q1 2021, closing a stake of 278 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in NVRI in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 179 funds tracked by Wall St. Rank hold NVRI as of Q1 2021.

  • Sowell Financial Services reported no remaining Enviri position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 278 Enviri shares in Q1 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Enviri in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Enviri position peaked at $7K in Q3 2019.
  • 179 funds tracked by Wall St. Rank held Enviri as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.