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DWM
Dogwood Wealth Management’s
Innoviz Technologies
INVZ
Stock Holding History
Dogwood Wealth Management’s Portfolio
INVZ Stock Details
INVZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$362
Hold
475
–
–
﹤0.01%
819
2026
Q1
$300
Hold
475
–
–
﹤0.01%
814
2025
Q4
$405
Hold
475
–
–
﹤0.01%
669
2025
Q3
$969
Buy
475
+100
+27%
+$170
﹤0.01%
606
2025
Q2
$536
Hold
375
–
–
﹤0.01%
627
2025
Q1
$244
Hold
375
–
–
﹤0.01%
511
2024
Q4
$630
Buy
+375
New
+$310
﹤0.01%
253
Other funds holding INVZ
KA
Kozak & Associates
Highlands Ranch, Colorado
$576M AUM
23.37%
1-Year Est. Return
IRC
Investors Research Corp
Atlanta, Georgia
$559M AUM
21.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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