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Forum Financial Management’s Envista NVST Stock Holding History

Forum Financial 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
Q2 		– Sell
-4,677
Closed -$227K – 628
2022
Q1 		$227K Hold
4,677
– – 0.01% 513
2021
Q4 		$211K Buy
+4,677
New +$192K 0.01% 593

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forum Financial Management's NVST Position: Q2 2022 in Review

Forum Financial Management sold out of Envista (NVST) in Q2 2022, closing a stake of 4,677 shares — an estimated $227K sold.

Forum Financial Management first reported a position in NVST in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q1 2022. 339 funds tracked by Wall St. Rank hold NVST as of Q2 2022.

  • Forum Financial Management reported no remaining Envista position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,677 Envista shares in Q2 2022, an estimated $227K.
  • Forum Financial Management first reported a position in Envista in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Envista position peaked at $227K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Envista as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.