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Financial Gravity Asset Management’s Innoviva INVA Stock Holding History

Financial Gravity Asset Management’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$173 – 1393
2022
Q4 		$173 Buy
+13
New +$171 ﹤0.01% 1007
2018
Q3 		– Sell
-20
Closed – – 1504
2018
Q2 		$0 Sell
20
-2,080
-99% -$31.2K ﹤0.01% 1504
2018
Q1 		$30K Buy
+2,100
New +$32.4K 0.03% 461

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Financial Gravity Asset Management's INVA Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Innoviva (INVA) in Q1 2023, closing a stake of 13 shares — an estimated $173 sold.

Financial Gravity Asset Management first reported a position in INVA in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2018. 193 funds tracked by Wall St. Rank hold INVA as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Innoviva position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Innoviva shares in Q1 2023, an estimated $173.
  • Financial Gravity Asset Management first reported a position in Innoviva in Q1 2018 and held it in 3 quarters.
  • Financial Gravity Asset Management's Innoviva position peaked at $30K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held Innoviva as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.