One Wealth Advisors’s Envista NVST Stock Holding History

One 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 Q1	–	Sell	-3,388	Closed	-$114K	–	467
2022 Q4	$114K	Buy	+3,388	New	+$116K	0.03%	270

Other funds holding NVST

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

One Wealth Advisors's NVST Position: Q1 2023 in Review

One Wealth Advisors sold out of Envista (NVST) in Q1 2023, closing a stake of 3,388 shares — an estimated $114K sold.

One Wealth Advisors first reported a position in NVST in Q4 2022 and held it in 1 quarter. The position peaked at $114K in Q4 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

One Wealth Advisors reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,388 Envista shares in Q1 2023, an estimated $114K.
One Wealth Advisors first reported a position in Envista in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Envista position peaked at $114K in Q4 2022.
316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.