FWM
IVC

Fairhaven Wealth Management’s Invacare Corporation IVC Stock Holding History

Fairhaven Wealth Management’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
2022
Q2 		– Sell
-37,956
Closed -$54K – 132
2022
Q1 		$54K Buy
+37,956
New +$81.2K 0.02% 125

Other funds holding IVC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fairhaven Wealth Management's IVC Position: Q2 2022 in Review

Fairhaven Wealth Management sold out of Invacare Corporation (IVC) in Q2 2022, closing a stake of 37,956 shares — an estimated $54K sold.

Fairhaven Wealth Management first reported a position in IVC in Q1 2022 and held it in 1 quarter. The position peaked at $54K in Q1 2022. 83 funds tracked by Wall St. Rank hold IVC as of Q2 2022.

  • Fairhaven Wealth Management reported no remaining Invacare Corporation position as of Q2 2022 after selling out during the quarter.
  • Fairhaven Wealth Management sold 37,956 Invacare Corporation shares in Q2 2022, an estimated $54K.
  • Fairhaven Wealth Management first reported a position in Invacare Corporation in Q1 2022 and held it in 1 quarter.
  • Fairhaven Wealth Management's Invacare Corporation position peaked at $54K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2022.

Based on Fairhaven Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.