JPLA
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Joseph P. Lucia & Associates’s Envista NVST Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-63
Closed -$3K – 410
2021
Q3 		$3K Hold
63
– – ﹤0.01% 492
2021
Q2 		$3K Hold
63
– – ﹤0.01% 490
2021
Q1 		$3K Buy
+63
New +$2.4K ﹤0.01% 466

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Joseph P. Lucia & Associates's NVST Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Envista (NVST) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in NVST in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 325 funds tracked by Wall St. Rank hold NVST as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Envista position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 63 Envista shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Envista in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Envista position peaked at $3K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Envista as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.