Monograph Wealth Advisors’s Envista NVST Stock Holding History

Monograph 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 Q4	–	Sell	-15,000	Closed	-$418K	–	130
2023 Q3	$418K	Buy	+15,000	New	+$486K	0.08%	77

Other funds holding NVST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monograph Wealth Advisors's NVST Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Envista (NVST) in Q4 2023, closing a stake of 15,000 shares — an estimated $418K sold.

Monograph Wealth Advisors first reported a position in NVST in Q3 2023 and held it in 1 quarter. The position peaked at $418K in Q3 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

Monograph Wealth Advisors reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 15,000 Envista shares in Q4 2023, an estimated $418K.
Monograph Wealth Advisors first reported a position in Envista in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's Envista position peaked at $418K in Q3 2023.
319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.