Clearstead Advisors’s Invacare Corporation IVC Stock Holding History

Clearstead Advisors’s Portfolio IVC Stock Details IVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,000	Closed	-$1.26K	–	1454
2022 Q4	$1.26K	Hold	3,000	–	–	﹤0.01%	1144
2022 Q3	$2K	Hold	3,000	–	–	﹤0.01%	1117
2022 Q2	$4K	Hold	3,000	–	–	﹤0.01%	1045
2022 Q1	$4K	Hold	3,000	–	–	﹤0.01%	1129
2021 Q4	$8K	Hold	3,000	–	–	﹤0.01%	955
2021 Q3	$14K	Hold	3,000	–	–	﹤0.01%	896
2021 Q2	$24K	Hold	3,000	–	–	﹤0.01%	682
2021 Q1	$24K	Hold	3,000	–	–	﹤0.01%	646
2020 Q4	$27K	Hold	3,000	–	–	﹤0.01%	589
2020 Q3	$23K	Hold	3,000	–	–	﹤0.01%	569
2020 Q2	$19K	Hold	3,000	–	–	﹤0.01%	533
2020 Q1	$22K	Buy	+3,000	New	+$23.2K	﹤0.01%	496

Other funds holding IVC

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Clearstead Advisors's IVC Position: Q1 2023 in Review

Clearstead Advisors sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 3,000 shares — an estimated $1.26K sold.

Clearstead Advisors first reported a position in IVC in Q1 2020 and held it in 12 quarters. The position peaked at $27K in Q4 2020. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

Clearstead Advisors reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 3,000 Invacare Corporation shares in Q1 2023, an estimated $1.26K.
Clearstead Advisors first reported a position in Invacare Corporation in Q1 2020 and held it in 12 quarters.
Clearstead Advisors's Invacare Corporation position peaked at $27K in Q4 2020.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.