Capital Performance Advisors’s Envista NVST Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-3	Closed	-$59	–	1829
2024 Q3	$59	Buy	+3	New	+$52	﹤0.01%	2778

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Performance Advisors's NVST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Envista (NVST) in Q4 2024, closing a stake of 3 shares — an estimated $59 sold.

Capital Performance Advisors first reported a position in NVST in Q3 2024 and held it in 1 quarter. The position peaked at $59 in Q3 2024. 290 funds tracked by Wall St. Rank hold NVST as of Q4 2024.

Capital Performance Advisors reported no remaining Envista position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 3 Envista shares in Q4 2024, an estimated $59.
Capital Performance Advisors first reported a position in Envista in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Envista position peaked at $59 in Q3 2024.
290 funds tracked by Wall St. Rank held Envista as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.