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Outlook Wealth Advisors’s Envista NVST Stock Holding History

Outlook 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
-14,569
Closed -$491K – 194
2022
Q4 		$491K Sell
14,569
-1,443
-9% -$49.3K 0.23% 107
2022
Q3 		$525K Sell
16,012
-1,013
-6% -$38.4K 0.24% 107
2022
Q2 		$656K Buy
17,025
+534
+3% +$22.4K 0.27% 95
2022
Q1 		$804K Sell
16,491
-211
-1% -$9.73K 0.27% 92
2021
Q4 		$753K Buy
16,702
+455
+3% +$18.7K 0.22% 104
2021
Q3 		$679K Buy
16,247
+488
+3% +$20.6K 0.22% 107
2021
Q2 		$681K Sell
15,759
-974
-6% -$42.2K 0.22% 112
2021
Q1 		$683K Buy
16,733
+3,680
+28% +$140K 0.24% 103
2020
Q4 		$440K Buy
+13,053
New +$378K 0.16% 139

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

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

Outlook Wealth Advisors sold out of Envista (NVST) in Q1 2023, closing a stake of 14,569 shares — an estimated $491K sold.

Outlook Wealth Advisors first reported a position in NVST in Q4 2020 and held it in 9 quarters. The position peaked at $804K in Q1 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 14,569 Envista shares in Q1 2023, an estimated $491K.
  • Outlook Wealth Advisors first reported a position in Envista in Q4 2020 and held it in 9 quarters.
  • Outlook Wealth Advisors's Envista position peaked at $804K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.