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Financial Network Wealth Advisors’s Envista NVST Stock Holding History

Financial Network Wealth Advisors’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
Q4 		– Sell
-32
Closed -$632 – 728
2024
Q3 		$632 Sell
32
-32
-50% -$557 ﹤0.01% 797
2024
Q2 		$1.06K Buy
+64
New +$1.21K ﹤0.01% 820

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Network Wealth Advisors's NVST Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Envista (NVST) in Q4 2024, closing a stake of 32 shares — an estimated $632 sold.

Financial Network Wealth Advisors first reported a position in NVST in Q2 2024 and held it in 2 quarters. The position peaked at $1.06K in Q2 2024. 290 funds tracked by Wall St. Rank hold NVST as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Envista position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 32 Envista shares in Q4 2024, an estimated $632.
  • Financial Network Wealth Advisors first reported a position in Envista in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Envista position peaked at $1.06K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Envista as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.