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Kore Private Wealth’s Envista NVST Stock Holding History

Kore Private Wealth’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
-6,506
Closed -$272K – 417
2021
Q3 		$272K Hold
6,506
– – 0.03% 352
2021
Q2 		$281K Hold
6,506
– – 0.03% 328
2021
Q1 		$265K Buy
6,506
+524
+9% +$20K 0.04% 298
2020
Q4 		$202K Buy
+5,982
New +$173K 0.03% 311
2020
Q2 		– Sell
-1
Closed – – 1232
2020
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 1161

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

Kore Private Wealth's NVST Position: Q4 2021 in Review

Kore Private Wealth sold out of Envista (NVST) in Q4 2021, closing a stake of 6,506 shares — an estimated $272K sold.

Kore Private Wealth first reported a position in NVST in Q1 2020 and held it in 5 quarters. The position peaked at $281K in Q2 2021. 325 funds tracked by Wall St. Rank hold NVST as of Q4 2021.

  • Kore Private Wealth reported no remaining Envista position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 6,506 Envista shares in Q4 2021, an estimated $272K.
  • Kore Private Wealth first reported a position in Envista in Q1 2020 and held it in 5 quarters.
  • Kore Private Wealth's Envista position peaked at $281K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Envista as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.