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Buckley Wealth Management’s Envista NVST Stock Holding History

Buckley 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
-7,237
Closed -$279K – 131
2022
Q2 		$279K Buy
7,237
+586
+9% +$24.6K 0.09% 120
2022
Q1 		$324K Buy
+6,651
New +$307K 0.09% 117

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
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
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 $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $481B AUM 30.42% 1-Year Est. Return

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

Buckley Wealth Management sold out of Envista (NVST) in Q3 2022, closing a stake of 7,237 shares — an estimated $279K sold.

Buckley Wealth Management first reported a position in NVST in Q1 2022 and held it in 2 quarters. The position peaked at $324K in Q1 2022. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

  • Buckley Wealth Management reported no remaining Envista position as of Q3 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 7,237 Envista shares in Q3 2022, an estimated $279K.
  • Buckley Wealth Management first reported a position in Envista in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's Envista position peaked at $324K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.