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TD Private Client Wealth’s Envista NVST Stock Holding History

TD Private Client Wealth’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
-81
Closed -$3.31K – 1276
2023
Q1 		$3.31K Sell
81
-4,890
-98% -$186K ﹤0.01% 1129
2022
Q4 		$167K Buy
+4,971
New +$170K 0.01% 560
2022
Q3 		– Sell
-245
Closed -$9.44K – 1231
2022
Q2 		$9.44K Hold
245
– – ﹤0.01% 1006
2022
Q1 		$11.9K Buy
+245
New +$11.3K ﹤0.01% 1025

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

TD Private Client Wealth's NVST Position: Q2 2023 in Review

TD Private Client Wealth sold out of Envista (NVST) in Q2 2023, closing a stake of 81 shares — an estimated $3.31K sold.

TD Private Client Wealth first reported a position in NVST in Q1 2022 and held it in 4 quarters. The position peaked at $167K in Q4 2022. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

  • TD Private Client Wealth reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 81 Envista shares in Q2 2023, an estimated $3.31K.
  • TD Private Client Wealth first reported a position in Envista in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Envista position peaked at $167K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on TD Private Client Wealth's 13F filing for Q2 2023, filed 16 Aug 2024.