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Secure Asset Management’s Envista NVST Stock Holding History

Secure Asset Management’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
2020
Q1 		– Sell
-11,307
Closed -$335K – 139
2019
Q4 		$335K Buy
+11,307
New +$322K 0.24% 106

Other funds holding NVST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Secure Asset Management's NVST Position: Q1 2020 in Review

Secure Asset Management sold out of Envista (NVST) in Q1 2020, closing a stake of 11,307 shares — an estimated $335K sold.

Secure Asset Management first reported a position in NVST in Q4 2019 and held it in 1 quarter. The position peaked at $335K in Q4 2019. 193 funds tracked by Wall St. Rank hold NVST as of Q1 2020.

  • Secure Asset Management reported no remaining Envista position as of Q1 2020 after selling out during the quarter.
  • Secure Asset Management sold 11,307 Envista shares in Q1 2020, an estimated $335K.
  • Secure Asset Management first reported a position in Envista in Q4 2019 and held it in 1 quarter.
  • Secure Asset Management's Envista position peaked at $335K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Envista as of Q1 2020.

Based on Secure Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.