Bison Wealth’s Envista NVST Stock Holding History

Bison Wealth’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 Q1	–	Sell	-12,600	Closed	-$478K	–	266
2022 Q4	$478K	Sell	12,600 -925	-7%	-$31.6K	0.15%	161
2022 Q3	$443K	Buy	+13,525	New	+$513K	0.17%	151

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bison Wealth's NVST Position: Q1 2023 in Review

Bison Wealth sold out of Envista (NVST) in Q1 2023, closing a stake of 12,600 shares — an estimated $478K sold.

Bison Wealth first reported a position in NVST in Q3 2022 and held it in 2 quarters. The position peaked at $478K in Q4 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

Bison Wealth reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
Bison Wealth sold 12,600 Envista shares in Q1 2023, an estimated $478K.
Bison Wealth first reported a position in Envista in Q3 2022 and held it in 2 quarters.
Bison Wealth's Envista position peaked at $478K in Q4 2022.
316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Bison Wealth's 13F filing for Q1 2023, filed 15 May 2023.