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Valeo Financial Advisors’s Envista NVST Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-150
Closed -$6K – 1370
2021
Q1 		$6K Hold
150
– – ﹤0.01% 1515
2020
Q4 		$5K Buy
+150
New +$4.35K ﹤0.01% 1369

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valeo Financial Advisors's NVST Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Envista (NVST) in Q2 2021, closing a stake of 150 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in NVST in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 334 funds tracked by Wall St. Rank hold NVST as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Envista position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 150 Envista shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Envista in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Envista position peaked at $6K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held Envista as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.