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Kapitalo Investimentos’s Envista NVST Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-14,831
Closed -$413K – 660
2023
Q3 		$413K Buy
14,831
+10,601
+251% +$343K 0.06% 140
2023
Q2 		$143K Buy
+4,230
New +$149K 0.03% 300

Other funds holding NVST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Kapitalo Investimentos's NVST Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Envista (NVST) in Q4 2023, closing a stake of 14,831 shares — an estimated $413K sold.

Kapitalo Investimentos first reported a position in NVST in Q2 2023 and held it in 2 quarters. The position peaked at $413K in Q3 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 14,831 Envista shares in Q4 2023, an estimated $413K.
  • Kapitalo Investimentos first reported a position in Envista in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Envista position peaked at $413K in Q3 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.