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Financial Gravity Companies’s Innoviva INVA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$40K Buy
+2,420
New +$39.3K 0.04% 392
2018
Q1 		$30K Buy
2,100
+1,883
+868% +$29.1K 0.03% 461
2017
Q4 		$3K Buy
+217
New +$2.89K ﹤0.01% 844

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Companies's INVA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Innoviva (INVA) in Q4 2018: 2,420 shares worth $40K. The stake represents 0.04% of the portfolio and ranks #392 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in INVA as recently as Q1 2018.

Financial Gravity Companies first reported a position in INVA in Q4 2017 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold INVA as of Q4 2018.

  • Financial Gravity Companies held 2,420 shares of Innoviva worth $40K as of Q4 2018.
  • Innoviva was a new Financial Gravity Companies position in Q4 2018.
  • Innoviva made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #392 holding.
  • Financial Gravity Companies first reported a position in Innoviva in Q4 2017 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Innoviva as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.