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Valeo Financial Advisors’s Enviri NVRI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-70
Closed -$1K – 1369
2021
Q1 		$1K Buy
+70
New +$1.27K ﹤0.01% 1913
2020
Q3 		– Sell
-2,323
Closed -$31K – 1969
2020
Q2 		$31K Hold
2,323
– – ﹤0.01% 905
2020
Q1 		$21K Hold
2,323
– – ﹤0.01% 886
2019
Q4 		$53K Buy
2,323
+2,073
+829% +$43.3K 0.01% 621
2019
Q3 		$5K Buy
+250
New +$5.3K ﹤0.01% 1200

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's NVRI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Enviri (NVRI) in Q2 2021, closing a stake of 70 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in NVRI in Q3 2019 and held it in 5 quarters. The position peaked at $53K in Q4 2019. 174 funds tracked by Wall St. Rank hold NVRI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Enviri position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 70 Enviri shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Enviri in Q3 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Enviri position peaked at $53K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Enviri as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.