TCI Wealth Advisors’s Enviri NVRI Stock Holding History

TCI Wealth 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
2022 Q3	–	Sell	-424	Closed	-$3K	–	2485
2022 Q2	$3K	Buy	424 +247	+140%	+$2.23K	﹤0.01%	1849
2022 Q1	$2K	Sell	177 -253	-59%	-$3.72K	﹤0.01%	2006
2021 Q4	$7K	Buy	430 +62	+17%	+$1K	﹤0.01%	1438
2021 Q3	$6K	Buy	368 +86	+30%	+$1.59K	﹤0.01%	1484
2021 Q2	$6K	Hold	282	–	–	﹤0.01%	1340
2021 Q1	$5K	Buy	282 +105	+59%	+$1.9K	﹤0.01%	1282
2020 Q4	$3K	Hold	177	–	–	﹤0.01%	1111
2020 Q3	$2K	Hold	177	–	–	﹤0.01%	1144
2020 Q2	$2K	Buy	+177	New	+$1.78K	﹤0.01%	1086
2019 Q3	–	Sell	-51	Closed	-$1K	–	1587
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	1259
2019 Q1	$1K	Hold	51	–	–	﹤0.01%	1271
2018 Q4	$1K	Buy	+51	New	+$1.26K	﹤0.01%	1269
2014 Q4	–	Sell	-64	Closed	-$1K	–	916
2014 Q3	$1K	Hold	64	–	–	﹤0.01%	818
2014 Q2	$2K	Hold	64	–	–	﹤0.01%	766
2014 Q1	$1K	Buy	64 +20	+45%	+$491	﹤0.01%	806
2013 Q4	$1K	Hold	44	–	–	﹤0.01%	789
2013 Q3	$1K	Hold	44	–	–	﹤0.01%	710
2013 Q2	$1K	Buy	+44	New	+$1K	﹤0.01%	664

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 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

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

ACB

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCI Wealth Advisors's NVRI Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Enviri (NVRI) in Q3 2022, closing a stake of 424 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in NVRI in Q2 2013 and held it in 18 quarters. The position peaked at $7K in Q4 2021. 184 funds tracked by Wall St. Rank hold NVRI as of Q3 2022.

TCI Wealth Advisors reported no remaining Enviri position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 424 Enviri shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Enviri in Q2 2013 and held it in 18 quarters.
TCI Wealth Advisors's Enviri position peaked at $7K in Q4 2021.
184 funds tracked by Wall St. Rank held Enviri as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.