C
IVA

Covestor’s Inventiva IVA Stock Holding History

Covestor’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2K Hold
402
– – ﹤0.01% 1949
2025
Q4 		$2K Hold
402
– – ﹤0.01% 1925
2025
Q3 		$2K Hold
402
– – ﹤0.01% 1955
2025
Q2 		$1K Hold
402
– – ﹤0.01% 2022
2025
Q1 		$1K Hold
402
– – ﹤0.01% 2009
2024
Q4 		$1K Buy
402
+65
+19% +$160 ﹤0.01% 2062
2024
Q3 		$1K Hold
337
– – ﹤0.01% 2011
2024
Q2 		$1K Hold
337
– – ﹤0.01% 2027
2024
Q1 		$1K Buy
+337
New +$1.3K ﹤0.01% 2005

Other funds holding IVA

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
CP
Caligan Partners New York $1.41B AUM 518.95% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $425M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCP
SymBiosis Capital Partners Bentonville, Arkansas $52.8M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.66B AUM 340.85% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return