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Beacon Pointe Advisors’s Invivyd IVVD Stock Holding History

Beacon Pointe 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
2025
Q2 		– Sell
-10,000
Closed -$6.05K – 1270
2025
Q1 		$6.05K Sell
10,000
-5,000
-33% -$4.49K ﹤0.01% 1215
2024
Q4 		$6.65K Sell
15,000
-12,000
-44% -$9.34K ﹤0.01% 1197
2024
Q3 		$27.5K Sell
27,000
-21,700
-45% -$23.5K ﹤0.01% 1210
2024
Q2 		$53.6K Buy
+48,700
New +$108K ﹤0.01% 1241

Other funds holding IVVD

MIG
Mithril II GP Austin, Texas $64.5M AUM 360.75% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Beacon Pointe Advisors's IVVD Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Invivyd (IVVD) in Q2 2025, closing a stake of 10,000 shares — an estimated $6.05K sold.

Beacon Pointe Advisors first reported a position in IVVD in Q2 2024 and held it in 4 quarters. The position peaked at $53.6K in Q2 2024. 68 funds tracked by Wall St. Rank hold IVVD as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Invivyd position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,000 Invivyd shares in Q2 2025, an estimated $6.05K.
  • Beacon Pointe Advisors first reported a position in Invivyd in Q2 2024 and held it in 4 quarters.
  • Beacon Pointe Advisors's Invivyd position peaked at $53.6K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Invivyd as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.