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TFO Wealth Partners’s Envista NVST Stock Holding History

TFO Wealth 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
2024
Q1 		– Sell
-9
Closed -$217 – 886
2023
Q4 		$217 Hold
9
– – ﹤0.01% 619
2023
Q3 		$305 Buy
+9
New +$291 ﹤0.01% 648

Other funds holding NVST

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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

TFO Wealth Partners's NVST Position: Q1 2024 in Review

TFO Wealth Partners sold out of Envista (NVST) in Q1 2024, closing a stake of 9 shares — an estimated $217 sold.

TFO Wealth Partners first reported a position in NVST in Q3 2023 and held it in 2 quarters. The position peaked at $305 in Q3 2023. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

  • TFO Wealth Partners reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Envista shares in Q1 2024, an estimated $217.
  • TFO Wealth Partners first reported a position in Envista in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Envista position peaked at $305 in Q3 2023.
  • 302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.