TCI Wealth Advisors’s Envista NVST Stock Holding History

TCI 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 Q2	–	Sell	-368	Closed	-$15K	–	1538
2023 Q1	$15K	Hold	368	–	–	﹤0.01%	848
2022 Q4	$12.4K	Sell	368 -332	-47%	-$11.4K	﹤0.01%	930
2022 Q3	$23K	Buy	700 +256	+58%	+$9.7K	﹤0.01%	600
2022 Q2	$17K	Sell	444 -450	-50%	-$18.9K	﹤0.01%	712
2022 Q1	$43K	Buy	894 +136	+18%	+$6.27K	0.01%	448
2021 Q4	$34K	Buy	758 +57	+8%	+$2.34K	0.01%	502
2021 Q3	$29K	Buy	701 +147	+27%	+$6.2K	﹤0.01%	553
2021 Q2	$24K	Buy	554 +148	+36%	+$6.42K	﹤0.01%	561
2021 Q1	$17K	Buy	406 +48	+13%	+$1.83K	0.01%	632
2020 Q4	$12K	Hold	358	–	–	0.01%	606
2020 Q3	$9K	Hold	358	–	–	﹤0.01%	606
2020 Q2	$8K	Buy	358 +135	+61%	+$2.53K	﹤0.01%	629
2020 Q1	$3K	Buy	+223	New	+$5.71K	﹤0.01%	903

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TCI Wealth Advisors's NVST Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Envista (NVST) in Q2 2023, closing a stake of 368 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in NVST in Q1 2020 and held it in 13 quarters. The position peaked at $43K in Q1 2022. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

TCI Wealth Advisors reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 368 Envista shares in Q2 2023, an estimated $15K.
TCI Wealth Advisors first reported a position in Envista in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Envista position peaked at $43K in Q1 2022.
321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.