GWS
NVST icon

Glassman Wealth Services’s Envista NVST Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-43
Closed -$1.03K – 1269
2023
Q4 		$1.03K Buy
+43
New +$1.03K ﹤0.01% 1531
2023
Q2 		– Sell
-19
Closed -$777 – 1979
2023
Q1 		$777 Buy
+19
New +$722 ﹤0.01% 1510
2022
Q3 		– Sell
-5
Closed – – 1887
2022
Q2 		$0 Buy
+5
New +$210 ﹤0.01% 1900

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Glassman Wealth Services's NVST Position: Q1 2024 in Review

Glassman Wealth Services sold out of Envista (NVST) in Q1 2024, closing a stake of 43 shares — an estimated $1.03K sold.

Glassman Wealth Services first reported a position in NVST in Q2 2022 and held it in 3 quarters. The position peaked at $1.03K in Q4 2023. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

  • Glassman Wealth Services reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 43 Envista shares in Q1 2024, an estimated $1.03K.
  • Glassman Wealth Services first reported a position in Envista in Q2 2022 and held it in 3 quarters.
  • Glassman Wealth Services's Envista position peaked at $1.03K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.