SFS
NVST icon

Sowell Financial Services’s Envista NVST Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,000
Closed -$269K – 1998
2021
Q1 		$269K Buy
+6,000
New +$229K 0.01% 891
2020
Q1 		– Sell
-39
Closed -$1K – 2605
2019
Q4 		$1K Buy
+39
New +$1.11K ﹤0.01% 2391

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sowell Financial Services's NVST Position: Q2 2021 in Review

Sowell Financial Services sold out of Envista (NVST) in Q2 2021, closing a stake of 6,000 shares — an estimated $269K sold.

Sowell Financial Services first reported a position in NVST in Q4 2019 and held it in 2 quarters. The position peaked at $269K in Q1 2021. 334 funds tracked by Wall St. Rank hold NVST as of Q2 2021.

  • Sowell Financial Services reported no remaining Envista position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,000 Envista shares in Q2 2021, an estimated $269K.
  • Sowell Financial Services first reported a position in Envista in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Envista position peaked at $269K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held Envista as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.