Capital Advisors Ltd’s Envista NVST Stock Holding History

Capital Advisors Ltd’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 Q4	–	Sell	-263	Closed	-$7K	–	1427
2023 Q3	$7K	Buy	+263	New	+$8.52K	﹤0.01%	743
2023 Q2	–	Sell	-131	Closed	-$5K	–	1465
2023 Q1	$5K	Buy	+131	New	+$4.98K	﹤0.01%	697

Other funds holding NVST

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Advisors Ltd's NVST Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Envista (NVST) in Q4 2023, closing a stake of 263 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in NVST in Q1 2023 and held it in 2 quarters. The position peaked at $7K in Q3 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

Capital Advisors Ltd reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 263 Envista shares in Q4 2023, an estimated $7K.
Capital Advisors Ltd first reported a position in Envista in Q1 2023 and held it in 2 quarters.
Capital Advisors Ltd's Envista position peaked at $7K in Q3 2023.
319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.