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Sterling Financial Planning’s Envista NVST Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,448
Closed -$61K – 290
2021
Q3 		$61K Hold
1,448
– – 0.04% 166
2021
Q2 		$63K Hold
1,448
– – 0.04% 154
2021
Q1 		$59K Hold
1,448
– – 0.04% 140
2020
Q4 		$49K Buy
+1,448
New +$42K 0.04% 144

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sterling Financial Planning's NVST Position: Q4 2021 in Review

Sterling Financial Planning sold out of Envista (NVST) in Q4 2021, closing a stake of 1,448 shares — an estimated $61K sold.

Sterling Financial Planning first reported a position in NVST in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q2 2021. 325 funds tracked by Wall St. Rank hold NVST as of Q4 2021.

  • Sterling Financial Planning reported no remaining Envista position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,448 Envista shares in Q4 2021, an estimated $61K.
  • Sterling Financial Planning first reported a position in Envista in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Envista position peaked at $63K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Envista as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.