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JP Morgan Private Wealth Advisors’s Envista NVST Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$238K Sell
8,523
-539
-6% -$17.5K ﹤0.01% 1577
2023
Q2 		$307K Sell
9,062
-6,711
-43% -$237K ﹤0.01% 1234
2023
Q1 		$645K Sell
15,773
-3,046
-16% -$116K ﹤0.01% 1362
2022
Q4 		$634K Buy
18,819
+6,741
+56% +$231K ﹤0.01% 1361
2022
Q3 		$396K Buy
12,078
+922
+8% +$34.9K ﹤0.01% 1548
2022
Q2 		$430K Sell
11,156
-1,052
-9% -$44.2K ﹤0.01% 1514
2022
Q1 		$595K Sell
12,208
-346
-3% -$16K ﹤0.01% 1464
2021
Q4 		$566K Buy
12,554
+60
+0.5% +$2.47K ﹤0.01% 1501
2021
Q3 		$522K Buy
12,494
+1,238
+11% +$52.2K ﹤0.01% 1484
2021
Q2 		$486K Buy
11,256
+19
+0.2% +$824 ﹤0.01% 1492
2021
Q1 		$458K Sell
11,237
-1,347
-11% -$51.3K ﹤0.01% 1347
2020
Q4 		$424K Buy
12,584
+1,691
+16% +$49K ﹤0.01% 1352
2020
Q3 		$269K Sell
10,893
-2,776
-20% -$64K ﹤0.01% 1402
2020
Q2 		$288K Buy
+13,669
New +$256K ﹤0.01% 1319

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NVST Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Envista (NVST) stake by 5.9% in Q3 2023, selling an estimated $17.5K and leaving 8,523 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

JP Morgan Private Wealth Advisors first reported a position in NVST in Q2 2020 and has held it in 14 quarters since. The position peaked at $645K in Q1 2023. 316 funds tracked by Wall St. Rank hold NVST as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,523 shares of Envista worth $238K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 539 Envista shares in Q3 2023, an estimated $17.5K.
  • Envista made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1577 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Envista in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Envista position peaked at $645K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Envista as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.