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Financial Gravity Asset Management’s Envista NVST Stock Holding History

Financial Gravity Asset 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
2022
Q3 		– Sell
-702
Closed -$2.16K – 865
2022
Q2 		$2.16K Sell
702
-180
-20% -$7.57K 0.07% 280
2022
Q1 		$2.64K Buy
+882
New +$40.7K 0.07% 237
2021
Q4 		– Sell
-72
Closed -$42K – 988
2021
Q3 		$42K Buy
+72
New +$3.04K 0.02% 631

Other funds holding NVST

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Financial Gravity Asset Management's NVST Position: Q3 2022 in Review

Financial Gravity Asset Management sold out of Envista (NVST) in Q3 2022, closing a stake of 702 shares — an estimated $2.16K sold.

Financial Gravity Asset Management first reported a position in NVST in Q3 2021 and held it in 3 quarters. The position peaked at $42K in Q3 2021. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

  • Financial Gravity Asset Management reported no remaining Envista position as of Q3 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 702 Envista shares in Q3 2022, an estimated $2.16K.
  • Financial Gravity Asset Management first reported a position in Envista in Q3 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's Envista position peaked at $42K in Q3 2021.
  • 324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on Financial Gravity Asset Management's 13F filing for Q3 2022, filed 3 Nov 2022.