Crewe Advisors’s Envista NVST Stock Holding History

Crewe 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
2023 Q1	–	Sell	-105	Closed	-$3.54K	–	971
2022 Q4	$3.54K	Hold	105	–	–	﹤0.01%	744
2022 Q3	$3K	Hold	105	–	–	﹤0.01%	972
2022 Q2	$4K	Buy	+105	New	+$4.41K	﹤0.01%	827

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Crewe Advisors's NVST Position: Q1 2023 in Review

Crewe Advisors sold out of Envista (NVST) in Q1 2023, closing a stake of 105 shares — an estimated $3.54K sold.

Crewe Advisors first reported a position in NVST in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

Crewe Advisors reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 105 Envista shares in Q1 2023, an estimated $3.54K.
Crewe Advisors first reported a position in Envista in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Envista position peaked at $4K in Q2 2022.
316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.