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Wealthspire Advisors (Maryland)’s Enviri NVRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-183
Closed -$4K – 1492
2019
Q1 		$4K Hold
183
– – ﹤0.01% 1913
2018
Q4 		$4K Sell
183
-8
-4% -$198 ﹤0.01% 1839
2018
Q3 		$5K Buy
191
+8
+4% +$207 ﹤0.01% 1814
2018
Q2 		$4K Sell
183
-305
-63% -$7.04K ﹤0.01% 1894
2018
Q1 		$10K Sell
488
-142
-23% -$2.73K ﹤0.01% 1577
2017
Q4 		$12K Sell
630
-43
-6% -$828 ﹤0.01% 1521
2017
Q3 		$14K Buy
673
+34
+5% +$580 ﹤0.01% 1443
2017
Q2 		$10K Hold
639
– – ﹤0.01% 1536
2017
Q1 		$8K Buy
+639
New +$8.54K ﹤0.01% 1409
2016
Q2 		– Sell
-200
Closed -$1K – 1777
2016
Q1 		$1K Buy
+200
New +$1.16K ﹤0.01% 1664

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NVRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Enviri (NVRI) in Q2 2019, closing a stake of 183 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in NVRI in Q1 2016 and held it in 10 quarters. The position peaked at $14K in Q3 2017. 245 funds tracked by Wall St. Rank hold NVRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Enviri position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 183 Enviri shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Enviri in Q1 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Enviri position peaked at $14K in Q3 2017.
  • 245 funds tracked by Wall St. Rank held Enviri as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.