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Washington Trust’s Envista NVST Stock Holding History

Washington Trust’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
Q4 		– Sell
-51
Closed -$1.42K – 923
2023
Q3 		$1.42K Sell
51
-1
-2% -$32 ﹤0.01% 793
2023
Q2 		$1.76K Hold
52
– – ﹤0.01% 798
2023
Q1 		$2.13K Hold
52
– – ﹤0.01% 803
2022
Q4 		$1.75K Buy
52
+11
+27% +$376 ﹤0.01% 831
2022
Q3 		$1K Buy
41
+8
+24% +$303 ﹤0.01% 885
2022
Q2 		$1K Buy
33
+4
+14% +$168 ﹤0.01% 888
2022
Q1 		$1K Buy
+29
New +$1.34K ﹤0.01% 902

Other funds holding NVST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Washington Trust's NVST Position: Q4 2023 in Review

Washington Trust sold out of Envista (NVST) in Q4 2023, closing a stake of 51 shares — an estimated $1.42K sold.

Washington Trust first reported a position in NVST in Q1 2022 and held it in 7 quarters. The position peaked at $2.13K in Q1 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Washington Trust reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 51 Envista shares in Q4 2023, an estimated $1.42K.
  • Washington Trust first reported a position in Envista in Q1 2022 and held it in 7 quarters.
  • Washington Trust's Envista position peaked at $2.13K in Q1 2023.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.