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Belpointe Asset Management’s Invivyd IVVD Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-300
Closed -$360 – 1965
2023
Q1 		$360 Hold
300
– – ﹤0.01% 3623
2022
Q4 		$450 Buy
+300
New +$834 ﹤0.01% 3561

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O
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6CM
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SPC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Citigroup
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BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Belpointe Asset Management's IVVD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invivyd (IVVD) in Q2 2023, closing a stake of 300 shares — an estimated $360 sold.

Belpointe Asset Management first reported a position in IVVD in Q4 2022 and held it in 2 quarters. The position peaked at $450 in Q4 2022. 57 funds tracked by Wall St. Rank hold IVVD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invivyd position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 300 Invivyd shares in Q2 2023, an estimated $360.
  • Belpointe Asset Management first reported a position in Invivyd in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invivyd position peaked at $450 in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invivyd as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.