AIP
NVST icon

Ahrens Investment Partners’s Envista NVST Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$3.76K Buy
+92
New +$3.5K ﹤0.01% 810
2022
Q3 		– Sell
-92
Closed -$4K – 662
2022
Q2 		$4K Hold
92
– – ﹤0.01% 806
2022
Q1 		$4K Sell
92
-32
-26% -$1.48K ﹤0.01% 886
2021
Q4 		$6K Buy
+124
New +$5.1K ﹤0.01% 849

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ahrens Investment Partners's NVST Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Envista (NVST) in Q1 2023: 92 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NVST as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NVST in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

  • Ahrens Investment Partners held 92 shares of Envista worth $3.76K as of Q1 2023.
  • Envista was a new Ahrens Investment Partners position in Q1 2023.
  • Envista made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #810 holding.
  • Ahrens Investment Partners first reported a position in Envista in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Envista position peaked at $6K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.