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Advisor Resource Council’s Envista NVST Stock Holding History

Advisor Resource Council’s Portfolio NVST Stock Details NVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-26,102
Closed -$1.27M – 541
2022
Q1 		$1.27M Sell
26,102
-22,821
-47% -$1.05M 0.38% 77
2021
Q4 		$2.21M Buy
48,923
+30,434
+165% +$1.25M 0.17% 123
2021
Q3 		$773K Sell
18,489
-10,055
-35% -$424K 0.23% 106
2021
Q2 		$1.23M Buy
+28,544
New +$1.24M 0.13% 178

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Resource Council's NVST Position: Q2 2022 in Review

Advisor Resource Council sold out of Envista (NVST) in Q2 2022, closing a stake of 26,102 shares — an estimated $1.27M sold.

Advisor Resource Council first reported a position in NVST in Q2 2021 and held it in 4 quarters. The position peaked at $2.21M in Q4 2021. 339 funds tracked by Wall St. Rank hold NVST as of Q2 2022.

  • Advisor Resource Council reported no remaining Envista position as of Q2 2022 after selling out during the quarter.
  • Advisor Resource Council sold 26,102 Envista shares in Q2 2022, an estimated $1.27M.
  • Advisor Resource Council first reported a position in Envista in Q2 2021 and held it in 4 quarters.
  • Advisor Resource Council's Envista position peaked at $2.21M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Envista as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.