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Bell Investment Advisors’s Innoviva INVA Stock Holding History

Bell Investment Advisors’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-44
Closed -$722 – 1908
2024
Q2 		$722 Hold
44
– – ﹤0.01% 1690
2024
Q1 		$671 Hold
44
– – ﹤0.01% 1721
2023
Q4 		$706 Hold
44
– – ﹤0.01% 1695
2023
Q3 		$572 Hold
44
– – ﹤0.01% 1738
2023
Q2 		$561 Hold
44
– – ﹤0.01% 1783
2023
Q1 		$495 Sell
44
-36
-45% -$437 ﹤0.01% 1838
2022
Q4 		$1.06K Buy
80
+38
+90% +$500 ﹤0.01% 1554
2022
Q3 		$0 Buy
+42
New +$576 ﹤0.01% 1825

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bell Investment Advisors's INVA Position: Q3 2024 in Review

Bell Investment Advisors sold out of Innoviva (INVA) in Q3 2024, closing a stake of 44 shares — an estimated $722 sold.

Bell Investment Advisors first reported a position in INVA in Q3 2022 and held it in 8 quarters. The position peaked at $1.06K in Q4 2022. 221 funds tracked by Wall St. Rank hold INVA as of Q3 2024.

  • Bell Investment Advisors reported no remaining Innoviva position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 44 Innoviva shares in Q3 2024, an estimated $722.
  • Bell Investment Advisors first reported a position in Innoviva in Q3 2022 and held it in 8 quarters.
  • Bell Investment Advisors's Innoviva position peaked at $1.06K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Innoviva as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.