Fiduciary Family Office’s Envista NVST Stock Holding History

Fiduciary Family Office’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
2024 Q3	–	Sell	-10,129	Closed	-$168K	–	211
2024 Q2	$168K	Sell	10,129 -304	-3%	-$5.74K	0.07%	195
2024 Q1	$223K	Buy	+10,433	New	+$236K	0.09%	195

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Fiduciary Family Office's NVST Position: Q3 2024 in Review

Fiduciary Family Office sold out of Envista (NVST) in Q3 2024, closing a stake of 10,129 shares — an estimated $168K sold.

Fiduciary Family Office first reported a position in NVST in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 297 funds tracked by Wall St. Rank hold NVST as of Q3 2024.

Fiduciary Family Office reported no remaining Envista position as of Q3 2024 after selling out during the quarter.
Fiduciary Family Office sold 10,129 Envista shares in Q3 2024, an estimated $168K.
Fiduciary Family Office first reported a position in Envista in Q1 2024 and held it in 2 quarters.
Fiduciary Family Office's Envista position peaked at $223K in Q1 2024.
297 funds tracked by Wall St. Rank held Envista as of Q3 2024.

Based on Fiduciary Family Office's 13F filing for Q3 2024, filed 30 Oct 2024.