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Congress Wealth Management’s Envista NVST Stock Holding History

Congress 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
2023
Q4 		– Sell
-48,117
Closed -$1.34M – 650
2023
Q3 		$1.34M Sell
48,117
-3,115
-6% -$101K 0.03% 343
2023
Q2 		$1.73M Sell
51,232
-1,249
-2% -$44.1K 0.04% 285
2023
Q1 		$2.15M Buy
52,481
+741
+1% +$28.2K 0.05% 258
2022
Q4 		$1.74M Sell
51,740
-15,966
-24% -$546K 0.04% 278
2022
Q3 		$2.22M Sell
67,706
-60,334
-47% -$2.29M 0.06% 264
2022
Q2 		$4.93M Sell
128,040
-25,963
-17% -$1.09M 0.13% 185
2022
Q1 		$7.5M Buy
154,003
+18,359
+14% +$847K 0.16% 171
2021
Q4 		$6.11M Buy
+135,644
New +$5.58M 0.12% 195

Other funds holding NVST

Morgan Stanley
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

Congress Wealth Management's NVST Position: Q4 2023 in Review

Congress Wealth Management sold out of Envista (NVST) in Q4 2023, closing a stake of 48,117 shares — an estimated $1.34M sold.

Congress Wealth Management first reported a position in NVST in Q4 2021 and held it in 8 quarters. The position peaked at $7.5M in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Congress Wealth Management reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 48,117 Envista shares in Q4 2023, an estimated $1.34M.
  • Congress Wealth Management first reported a position in Envista in Q4 2021 and held it in 8 quarters.
  • Congress Wealth Management's Envista position peaked at $7.5M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.