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Alterna Wealth Management’s Envista NVST Stock Holding History

Alterna 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
Q2 		– Sell
-5,302
Closed -$258K – 119
2022
Q1 		$258K Buy
+5,302
New +$245K 0.22% 80

Other funds holding NVST

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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

Alterna Wealth Management's NVST Position: Q2 2022 in Review

Alterna Wealth Management sold out of Envista (NVST) in Q2 2022, closing a stake of 5,302 shares — an estimated $258K sold.

Alterna Wealth Management first reported a position in NVST in Q1 2022 and held it in 1 quarter. The position peaked at $258K in Q1 2022. 339 funds tracked by Wall St. Rank hold NVST as of Q2 2022.

  • Alterna Wealth Management reported no remaining Envista position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 5,302 Envista shares in Q2 2022, an estimated $258K.
  • Alterna Wealth Management first reported a position in Envista in Q1 2022 and held it in 1 quarter.
  • Alterna Wealth Management's Envista position peaked at $258K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Envista as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.