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RFP Financial Group’s Envista NVST Stock Holding History

RFP Financial Group’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
-38
Closed -$1.06K – 963
2023
Q3 		$1.06K Hold
38
– – ﹤0.01% 769
2023
Q2 		$1.29K Hold
38
– – ﹤0.01% 783
2023
Q1 		$1.55K Hold
38
– – ﹤0.01% 560
2022
Q4 		$1.28K Buy
+38
New +$1.3K ﹤0.01% 742

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Harris Associates
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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RFP Financial Group's NVST Position: Q4 2023 in Review

RFP Financial Group sold out of Envista (NVST) in Q4 2023, closing a stake of 38 shares — an estimated $1.06K sold.

RFP Financial Group first reported a position in NVST in Q4 2022 and held it in 4 quarters. The position peaked at $1.55K in Q1 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • RFP Financial Group reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 38 Envista shares in Q4 2023, an estimated $1.06K.
  • RFP Financial Group first reported a position in Envista in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Envista position peaked at $1.55K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.