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Sutton Wealth Advisors’s Envista NVST Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-29
Closed -$976 – 1304
2022
Q4 		$976 Sell
29
-3
-9% -$103 ﹤0.01% 1329
2022
Q3 		$1.05K Buy
32
+14
+78% +$531 ﹤0.01% 1279
2022
Q2 		$694 Sell
18
-3
-14% -$126 ﹤0.01% 1381
2022
Q1 		$1.02K Buy
21
+3
+17% +$138 ﹤0.01% 1337
2021
Q4 		$811 Buy
+18
New +$740 ﹤0.01% 1382

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Sutton Wealth Advisors's NVST Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Envista (NVST) in Q1 2023, closing a stake of 29 shares — an estimated $976 sold.

Sutton Wealth Advisors first reported a position in NVST in Q4 2021 and held it in 5 quarters. The position peaked at $1.05K in Q3 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 29 Envista shares in Q1 2023, an estimated $976.
  • Sutton Wealth Advisors first reported a position in Envista in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Envista position peaked at $1.05K in Q3 2022.
  • 316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.