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Freestone Capital Holdings’s Envista NVST Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-88
Closed -$2.97K – 872
2020
Q4 		$2.97K Hold
88
– – ﹤0.01% 1080
2020
Q3 		$2.17K Buy
+88
New +$2.03K ﹤0.01% 1026

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Capital Holdings's NVST Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Envista (NVST) in Q1 2021, closing a stake of 88 shares — an estimated $2.97K sold.

Freestone Capital Holdings first reported a position in NVST in Q3 2020 and held it in 2 quarters. The position peaked at $2.97K in Q4 2020. 298 funds tracked by Wall St. Rank hold NVST as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Envista position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 88 Envista shares in Q1 2021, an estimated $2.97K.
  • Freestone Capital Holdings first reported a position in Envista in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Envista position peaked at $2.97K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Envista as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.