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Dakota Wealth Management’s Envista NVST Stock Holding History

Dakota 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
-8,613
Closed -$240K – 696
2023
Q3 		$240K Buy
8,613
+890
+12% +$28.8K 0.01% 543
2023
Q2 		$261K Buy
+7,723
New +$272K 0.01% 515

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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

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

Dakota Wealth Management sold out of Envista (NVST) in Q4 2023, closing a stake of 8,613 shares — an estimated $240K sold.

Dakota Wealth Management first reported a position in NVST in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q2 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Dakota Wealth Management reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 8,613 Envista shares in Q4 2023, an estimated $240K.
  • Dakota Wealth Management first reported a position in Envista in Q2 2023 and held it in 2 quarters.
  • Dakota Wealth Management's Envista position peaked at $261K in Q2 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.