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Money Concepts Capital’s Envista NVST Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-347
Closed -$11.7K – 2063
2022
Q4 		$11.7K Sell
347
-343
-50% -$11.7K ﹤0.01% 1940
2022
Q3 		$23K Hold
690
– – ﹤0.01% 882
2022
Q2 		$27K Sell
690
-2
-0.3% -$84 ﹤0.01% 822
2022
Q1 		$34K Buy
+692
New +$31.9K ﹤0.01% 1390

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Money Concepts Capital's NVST Position: Q1 2023 in Review

Money Concepts Capital sold out of Envista (NVST) in Q1 2023, closing a stake of 347 shares — an estimated $11.7K sold.

Money Concepts Capital first reported a position in NVST in Q1 2022 and held it in 4 quarters. The position peaked at $34K in Q1 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

  • Money Concepts Capital reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 347 Envista shares in Q1 2023, an estimated $11.7K.
  • Money Concepts Capital first reported a position in Envista in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Envista position peaked at $34K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.