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American Portfolios Advisors’s Invivyd IVVD Stock Holding History

American Portfolios Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-560
Closed -$23.7K – 3560
2021
Q3 		$23.7K Buy
+560
New +$20.8K ﹤0.01% 2209

Other funds holding IVVD

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return

American Portfolios Advisors's IVVD Position: Q4 2021 in Review

American Portfolios Advisors sold out of Invivyd (IVVD) in Q4 2021, closing a stake of 560 shares — an estimated $23.7K sold.

American Portfolios Advisors first reported a position in IVVD in Q3 2021 and held it in 1 quarter. The position peaked at $23.7K in Q3 2021. 80 funds tracked by Wall St. Rank hold IVVD as of Q4 2021.

  • American Portfolios Advisors reported no remaining Invivyd position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 560 Invivyd shares in Q4 2021, an estimated $23.7K.
  • American Portfolios Advisors first reported a position in Invivyd in Q3 2021 and held it in 1 quarter.
  • American Portfolios Advisors's Invivyd position peaked at $23.7K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Invivyd as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.