AIMZ Investment Advisors’s Intevac Inc IVAC Stock Holding History

AIMZ Investment Advisors’s Portfolio IVAC Stock Details IVAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,045	Closed	-$118K	–	120
2021 Q4	$118K	Hold	25,045	–	–	0.05%	119
2021 Q3	$120K	Hold	25,045	–	–	0.05%	113
2021 Q2	$169K	Hold	25,045	–	–	0.08%	111
2021 Q1	$179K	Hold	25,045	–	–	0.09%	106
2020 Q4	$181K	Hold	25,045	–	–	0.09%	105
2020 Q3	$138K	Sell	25,045 -2,905	-10%	-$16.8K	0.08%	97
2020 Q2	$153K	Sell	27,950 -400	-1%	-$2.08K	0.1%	94
2020 Q1	$116K	Hold	28,350	–	–	0.09%	86
2019 Q4	$200K	Buy	28,350 +6,468	+30%	+$37.8K	0.13%	94
2019 Q3	$115K	Hold	21,882	–	–	0.08%	97
2019 Q2	$106K	Hold	21,882	–	–	0.07%	98
2019 Q1	$134K	Hold	21,882	–	–	0.09%	97
2018 Q4	$114K	Hold	21,882	–	–	0.09%	91
2018 Q3	$114K	Hold	21,882	–	–	0.07%	104
2018 Q2	$106K	Hold	21,882	–	–	0.08%	99
2018 Q1	$151K	Sell	21,882 -1,939	-8%	-$12.8K	0.11%	99
2017 Q4	$163K	Hold	23,821	–	–	0.12%	99
2017 Q3	$201K	Buy	+23,821	New	+$232K	0.16%	94

Other funds holding IVAC

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

AIMZ Investment Advisors's IVAC Position: Q1 2022 in Review

AIMZ Investment Advisors sold out of Intevac Inc (IVAC) in Q1 2022, closing a stake of 25,045 shares — an estimated $118K sold.

AIMZ Investment Advisors first reported a position in IVAC in Q3 2017 and held it in 18 quarters. The position peaked at $201K in Q3 2017. 53 funds tracked by Wall St. Rank hold IVAC as of Q1 2022.

AIMZ Investment Advisors reported no remaining Intevac Inc position as of Q1 2022 after selling out during the quarter.
AIMZ Investment Advisors sold 25,045 Intevac Inc shares in Q1 2022, an estimated $118K.
AIMZ Investment Advisors first reported a position in Intevac Inc in Q3 2017 and held it in 18 quarters.
AIMZ Investment Advisors's Intevac Inc position peaked at $201K in Q3 2017.
53 funds tracked by Wall St. Rank held Intevac Inc as of Q1 2022.

Based on AIMZ Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.