IAA
NVST icon

Independent Advisor Alliance’s Envista NVST Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-4,875
Closed -$220K – 716
2021
Q4 		$220K Hold
4,875
– – 0.01% 603
2021
Q3 		$204K Sell
4,875
-5,825
-54% -$246K 0.01% 583
2021
Q2 		$462K Hold
10,700
– – 0.03% 407
2021
Q1 		$437K Sell
10,700
-600
-5% -$22.9K 0.03% 402
2020
Q4 		$381K Sell
11,300
-1,465
-11% -$42.5K 0.03% 400
2020
Q3 		$315K Buy
12,765
+1,300
+11% +$30K 0.02% 382
2020
Q2 		$242K Buy
+11,465
New +$215K 0.03% 397

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Independent Advisor Alliance's NVST Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Envista (NVST) in Q1 2022, closing a stake of 4,875 shares — an estimated $220K sold.

Independent Advisor Alliance first reported a position in NVST in Q2 2020 and held it in 7 quarters. The position peaked at $462K in Q2 2021. 354 funds tracked by Wall St. Rank hold NVST as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Envista position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,875 Envista shares in Q1 2022, an estimated $220K.
  • Independent Advisor Alliance first reported a position in Envista in Q2 2020 and held it in 7 quarters.
  • Independent Advisor Alliance's Envista position peaked at $462K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Envista as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.