SYSTM Wealth Solutions’s Envista NVST Stock Holding History

SYSTM Wealth Solutions’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
2024 Q2	–	Sell	-2,197	Closed	-$47K	–	868
2024 Q1	$47K	Buy	2,197 +46	+2%	+$1.04K	0.01%	589
2023 Q4	$51.8K	Buy	+2,151	New	+$51.4K	0.01%	577

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's NVST Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Envista (NVST) in Q2 2024, closing a stake of 2,197 shares — an estimated $47K sold.

SYSTM Wealth Solutions first reported a position in NVST in Q4 2023 and held it in 2 quarters. The position peaked at $51.8K in Q4 2023. 292 funds tracked by Wall St. Rank hold NVST as of Q2 2024.

SYSTM Wealth Solutions reported no remaining Envista position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 2,197 Envista shares in Q2 2024, an estimated $47K.
SYSTM Wealth Solutions first reported a position in Envista in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's Envista position peaked at $51.8K in Q4 2023.
292 funds tracked by Wall St. Rank held Envista as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.