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Evoke Wealth’s Envista NVST Stock Holding History

Evoke Wealth’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
-81,262
Closed -$2.27M – 270
2023
Q3 		$2.27M Buy
81,262
+8,958
+12% +$290K 0.08% 109
2023
Q2 		$2.45M Sell
72,304
-27,160
-27% -$958K 0.09% 102
2023
Q1 		$4.07M Sell
99,464
-20,961
-17% -$797K 0.15% 70
2022
Q4 		$4.05M Buy
120,425
+24,783
+26% +$848K 0.15% 76
2022
Q3 		$3.14M Buy
95,642
+37,748
+65% +$1.43M 0.13% 81
2022
Q2 		$2.23M Buy
57,894
+57,796
+58,976% +$2.43M 0.08% 103
2022
Q1 		$5K Sell
98
-87
-47% -$4.01K ﹤0.01% 912
2021
Q4 		$8K Hold
185
– – ﹤0.01% 824
2021
Q3 		$7K Hold
185
– – ﹤0.01% 801
2021
Q2 		$8K Hold
185
– – ﹤0.01% 782
2021
Q1 		$8K Buy
185
+87
+89% +$3.31K ﹤0.01% 731
2020
Q4 		$3K Hold
98
– – ﹤0.01% 832
2020
Q3 		$2K Hold
98
– – ﹤0.01% 857
2020
Q2 		$2K Buy
+98
New +$1.84K ﹤0.01% 883

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

Evoke Wealth's NVST Position: Q4 2023 in Review

Evoke Wealth sold out of Envista (NVST) in Q4 2023, closing a stake of 81,262 shares — an estimated $2.27M sold.

Evoke Wealth first reported a position in NVST in Q2 2020 and held it in 14 quarters. The position peaked at $4.07M in Q1 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Evoke Wealth reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 81,262 Envista shares in Q4 2023, an estimated $2.27M.
  • Evoke Wealth first reported a position in Envista in Q2 2020 and held it in 14 quarters.
  • Evoke Wealth's Envista position peaked at $4.07M in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.