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Belpointe Asset Management’s Envista NVST Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-901
Closed -$36.8K – 2401
2023
Q1 		$36.8K Buy
901
+402
+81% +$15.3K ﹤0.01% 1903
2022
Q4 		$16.8K Buy
+499
New +$17.1K ﹤0.01% 2297

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Belpointe Asset Management's NVST Position: Q2 2023 in Review

Belpointe Asset Management sold out of Envista (NVST) in Q2 2023, closing a stake of 901 shares — an estimated $36.8K sold.

Belpointe Asset Management first reported a position in NVST in Q4 2022 and held it in 2 quarters. The position peaked at $36.8K in Q1 2023. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

  • Belpointe Asset Management reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 901 Envista shares in Q2 2023, an estimated $36.8K.
  • Belpointe Asset Management first reported a position in Envista in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Envista position peaked at $36.8K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.