Endurance Wealth Management’s Envista NVST Stock Holding History

Endurance 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 Q2	$14K	Hold	400	–	–	﹤0.01%	465
2023 Q1	$16K	Hold	400	–	–	﹤0.01%	460
2022 Q4	$13K	Hold	400	–	–	﹤0.01%	455
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	455
2022 Q2	$15K	Hold	400	–	–	﹤0.01%	445
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	451
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	459
2021 Q3	$17K	Hold	400	–	–	﹤0.01%	477
2021 Q2	$17K	Hold	400	–	–	﹤0.01%	470
2021 Q1	$16K	Buy	+400	New	+$15.2K	﹤0.01%	478

Other funds holding NVST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Endurance Wealth Management's NVST Position: Q2 2023 in Review

Endurance Wealth Management held its Envista (NVST) position steady in Q2 2023 at 400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Endurance Wealth Management first reported a position in NVST in Q1 2021 and has held it in 10 quarters since. The position peaked at $19K in Q1 2022. 320 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

Endurance Wealth Management held 400 shares of Envista worth $14K as of Q2 2023.
Endurance Wealth Management left its Envista share count unchanged in Q2 2023.
Envista made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #465 holding.
Endurance Wealth Management first reported a position in Envista in Q1 2021 and has held it in 10 quarters since.
Endurance Wealth Management's Envista position peaked at $19K in Q1 2022.
320 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.