YorkBridge Wealth Partners’s Enviri NVRI Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-350	Closed	-$10K	–	499
2019 Q2	$10K	Sell	350 -201	-36%	-$4.91K	﹤0.01%	555
2019 Q1	$11K	Sell	551 -481	-47%	-$10.4K	0.01%	575
2018 Q4	$20K	Hold	1,032	–	–	0.01%	463
2018 Q3	$29K	Buy	1,032 +16	+2%	+$414	0.01%	431
2018 Q2	$22K	Buy	1,016 +42	+4%	+$969	0.01%	519
2018 Q1	$21K	Buy	+974	New	+$18.7K	0.01%	514

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACB

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

YorkBridge Wealth Partners's NVRI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Enviri (NVRI) in Q3 2019, closing a stake of 350 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in NVRI in Q1 2018 and held it in 6 quarters. The position peaked at $29K in Q3 2018. 216 funds tracked by Wall St. Rank hold NVRI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Enviri position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 350 Enviri shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Enviri in Q1 2018 and held it in 6 quarters.
YorkBridge Wealth Partners's Enviri position peaked at $29K in Q3 2018.
216 funds tracked by Wall St. Rank held Enviri as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.