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Spire Wealth Management’s Envista NVST Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-58
Closed -$3K – 2762
2021
Q4 		$3K Buy
+58
New +$2.38K ﹤0.01% 2704
2021
Q2 		– Sell
-58
Closed -$2K – 2845
2021
Q1 		$2K Buy
+58
New +$2.21K ﹤0.01% 2869

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Spire Wealth Management's NVST Position: Q1 2022 in Review

Spire Wealth Management sold out of Envista (NVST) in Q1 2022, closing a stake of 58 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in NVST in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 354 funds tracked by Wall St. Rank hold NVST as of Q1 2022.

  • Spire Wealth Management reported no remaining Envista position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 58 Envista shares in Q1 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Envista in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Envista position peaked at $3K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Envista as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.