AllSquare Wealth Management’s Envista NVST Stock Holding History

AllSquare Wealth Management’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 Q3	–	Sell	-1,273	Closed	-$49K	–	523
2022 Q2	$49K	Hold	1,273	–	–	0.03%	196
2022 Q1	$62K	Buy	1,273 +161	+14%	+$7.43K	0.04%	196
2021 Q4	$50K	Sell	1,112 -203	-15%	-$8.35K	0.03%	219
2021 Q3	$55K	Hold	1,315	–	–	0.03%	212
2021 Q2	$57K	Sell	1,315 -38	-3%	-$1.65K	0.03%	214
2021 Q1	$55K	Buy	+1,353	New	+$51.6K	0.03%	215

Other funds holding NVST

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllSquare Wealth Management's NVST Position: Q3 2022 in Review

AllSquare Wealth Management sold out of Envista (NVST) in Q3 2022, closing a stake of 1,273 shares — an estimated $49K sold.

AllSquare Wealth Management first reported a position in NVST in Q1 2021 and held it in 6 quarters. The position peaked at $62K in Q1 2022. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

AllSquare Wealth Management reported no remaining Envista position as of Q3 2022 after selling out during the quarter.
AllSquare Wealth Management sold 1,273 Envista shares in Q3 2022, an estimated $49K.
AllSquare Wealth Management first reported a position in Envista in Q1 2021 and held it in 6 quarters.
AllSquare Wealth Management's Envista position peaked at $62K in Q1 2022.
324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on AllSquare Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.