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American Portfolios Advisors’s Envista NVST Stock Holding History

American Portfolios Advisors’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 		$138K Sell
4,199
-1,373
-25% -$52K 0.01% 1178
2022
Q2 		$215K Sell
5,572
-958
-15% -$40.3K 0.01% 1015
2022
Q1 		$318K Buy
6,530
+2,267
+53% +$105K 0.01% 946
2021
Q4 		$192K Buy
4,263
+625
+17% +$25.7K 0.01% 1183
2021
Q3 		$152K Buy
3,638
+3,257
+855% +$137K 0.01% 1257
2021
Q2 		$16.5K Buy
381
+74
+24% +$3.21K ﹤0.01% 2293
2021
Q1 		$12.5K Buy
+307
New +$11.7K ﹤0.01% 2277

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $552B AUM 44.19% 1-Year Est. Return

American Portfolios Advisors's NVST Position: Q3 2022 in Review

American Portfolios Advisors reduced its Envista (NVST) stake by 25% in Q3 2022, selling an estimated $52K and leaving 4,199 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #1178.

American Portfolios Advisors first reported a position in NVST in Q1 2021 and has held it in 7 quarters since. The position peaked at $318K in Q1 2022. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

  • American Portfolios Advisors held 4,199 shares of Envista worth $138K as of Q3 2022.
  • American Portfolios Advisors sold 1,373 Envista shares in Q3 2022, an estimated $52K.
  • Envista made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1178 holding.
  • American Portfolios Advisors first reported a position in Envista in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's Envista position peaked at $318K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.