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Amalgamated Bank’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Amalgamated Bank’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,055
Closed -$19K – 3076
2023
Q1 		$19K Sell
3,055
-464
-13% -$3.42K ﹤0.01% 2667
2022
Q4 		$25K Hold
3,519
– – ﹤0.01% 2691
2022
Q3 		$44K Buy
3,519
+54
+2% +$740 ﹤0.01% 2518
2022
Q2 		$40K Buy
3,465
+18
+0.5% +$225 ﹤0.01% 2590
2022
Q1 		$56K Buy
+3,447
New +$66.2K ﹤0.01% 2424

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amalgamated Bank's INVE Position: Q2 2023 in Review

Amalgamated Bank sold out of INVE Technologies, Inc. Common Stock (INVE) in Q2 2023, closing a stake of 3,055 shares — an estimated $19K sold.

Amalgamated Bank first reported a position in INVE in Q1 2022 and held it in 5 quarters. The position peaked at $56K in Q1 2022. 74 funds tracked by Wall St. Rank hold INVE as of Q2 2023.

  • Amalgamated Bank reported no remaining INVE Technologies, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 3,055 INVE Technologies, Inc. Common Stock shares in Q2 2023, an estimated $19K.
  • Amalgamated Bank first reported a position in INVE Technologies, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • Amalgamated Bank's INVE Technologies, Inc. Common Stock position peaked at $56K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.