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Squar Milner Financial Services’s Envista NVST Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-149
Closed -$2K – 534
2020
Q1 		$2K Buy
149
+45
+43% +$1.15K ﹤0.01% 672
2019
Q4 		$3K Buy
+104
New +$2.96K ﹤0.01% 700

Other funds holding NVST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Squar Milner Financial Services's NVST Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Envista (NVST) in Q2 2020, closing a stake of 149 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in NVST in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 189 funds tracked by Wall St. Rank hold NVST as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Envista position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 149 Envista shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Envista in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Envista position peaked at $3K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Envista as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.