TWMP
NVST icon

Taylor Wealth Management Partners’s Envista NVST Stock Holding History

Taylor Wealth Management Partners’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
Q2 		$1.89M Sell
49,070
-37,371
-43% -$1.57M 1.07% 33
2022
Q1 		$4.21M Sell
86,441
-5,973
-6% -$276K 1.7% 27
2021
Q4 		$4.16M Sell
92,414
-258
-0.3% -$10.6K 1.47% 27
2021
Q3 		$3.88M Buy
92,672
+1,793
+2% +$75.6K 1.38% 27
2021
Q2 		$3.93M Buy
90,879
+510
+0.6% +$22.1K 1.38% 29
2021
Q1 		$3.69M Buy
90,369
+1,099
+1% +$41.9K 1.34% 28
2020
Q4 		$3.01M Buy
+89,270
New +$2.59M 1.16% 33

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return