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Alliance Wealth Advisors (Utah)’s Envista NVST Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q4 		– Sell
-8,295
Closed -$231K – 239
2023
Q3 		$231K Buy
8,295
+490
+6% +$15.9K 0.09% 206
2023
Q2 		$264K Buy
7,805
+938
+14% +$33.1K 0.1% 193
2023
Q1 		$281K Buy
6,867
+448
+7% +$17K 0.11% 182
2022
Q4 		$216K Buy
+6,419
New +$220K 0.1% 203

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s NVST Position: Q4 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Envista (NVST) in Q4 2023, closing a stake of 8,295 shares — an estimated $231K sold.

Alliance Wealth Advisors (Utah) first reported a position in NVST in Q4 2022 and held it in 4 quarters. The position peaked at $281K in Q1 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 8,295 Envista shares in Q4 2023, an estimated $231K.
  • Alliance Wealth Advisors (Utah) first reported a position in Envista in Q4 2022 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Envista position peaked at $281K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2023, filed 5 Feb 2024.