HighMark Wealth Management’s Envista NVST Stock Holding History

HighMark Wealth 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
2024 Q1	–	Sell	-1,000	Closed	-$24.1K	–	593
2023 Q4	$24.1K	Hold	1,000	–	–	0.02%	177
2023 Q3	$27.9K	Hold	1,000	–	–	0.02%	153
2023 Q2	$33.8K	Hold	1,000	–	–	0.03%	142
2023 Q1	$40.9K	Hold	1,000	–	–	0.03%	152
2022 Q4	$33.7K	Hold	1,000	–	–	0.03%	127
2022 Q3	$33K	Hold	1,000	–	–	0.03%	120
2022 Q2	$39K	Hold	1,000	–	–	0.03%	113
2022 Q1	$49K	Hold	1,000	–	–	0.03%	111
2021 Q4	$45K	Hold	1,000	–	–	0.03%	124
2021 Q3	$42K	Hold	1,000	–	–	0.03%	127
2021 Q2	$43K	Hold	1,000	–	–	0.03%	127
2021 Q1	$41K	Hold	1,000	–	–	0.03%	113
2020 Q4	$34K	Hold	1,000	–	–	0.03%	119
2020 Q3	$25K	Buy	+1,000	New	+$23.1K	0.02%	147

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

HighMark Wealth Management's NVST Position: Q1 2024 in Review

HighMark Wealth Management sold out of Envista (NVST) in Q1 2024, closing a stake of 1,000 shares — an estimated $24.1K sold.

HighMark Wealth Management first reported a position in NVST in Q3 2020 and held it in 14 quarters. The position peaked at $49K in Q1 2022. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

HighMark Wealth Management reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
HighMark Wealth Management sold 1,000 Envista shares in Q1 2024, an estimated $24.1K.
HighMark Wealth Management first reported a position in Envista in Q3 2020 and held it in 14 quarters.
HighMark Wealth Management's Envista position peaked at $49K in Q1 2022.
302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.