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Concord Wealth Partners’s Envista NVST Stock Holding History

Concord Wealth Partners’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
-94
Closed -$2.62K – 956
2023
Q3 		$2.62K Hold
94
– – ﹤0.01% 831
2023
Q2 		$3.18K Hold
94
– – ﹤0.01% 799
2023
Q1 		$3.84K Sell
94
-24
-20% -$912 ﹤0.01% 713
2022
Q4 		$3.97K Buy
+118
New +$4.04K ﹤0.01% 814
2022
Q3 		– Sell
-94
Closed -$4K – 796
2022
Q2 		$4K Hold
94
– – ﹤0.01% 880
2022
Q1 		$5K Hold
94
– – ﹤0.01% 910
2021
Q4 		$4K Hold
94
– – ﹤0.01% 1001
2021
Q3 		$4K Hold
94
– – ﹤0.01% 639
2021
Q2 		$4K Hold
94
– – ﹤0.01% 774
2021
Q1 		$4K Buy
+94
New +$3.58K ﹤0.01% 723

Other funds holding NVST

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's NVST Position: Q4 2023 in Review

Concord Wealth Partners sold out of Envista (NVST) in Q4 2023, closing a stake of 94 shares — an estimated $2.62K sold.

Concord Wealth Partners first reported a position in NVST in Q1 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Concord Wealth Partners reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 94 Envista shares in Q4 2023, an estimated $2.62K.
  • Concord Wealth Partners first reported a position in Envista in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Envista position peaked at $5K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.