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Financial Synergies Wealth Advisors’s Innoviva INVA Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-32
Closed -$488 – 248
2024
Q1 		$488 Hold
32
– – ﹤0.01% 457
2023
Q4 		$424 Hold
32
– – ﹤0.01% 386
2023
Q3 		$416 Hold
32
– – ﹤0.01% 452
2023
Q2 		$408 Hold
32
– – ﹤0.01% 449
2023
Q1 		$360 Hold
32
– – ﹤0.01% 451
2022
Q4 		$424 Hold
32
– – ﹤0.01% 386
2022
Q3 		$372 Hold
32
– – ﹤0.01% 389
2022
Q2 		$473 Buy
+32
New +$524 ﹤0.01% 381

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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

Financial Synergies Wealth Advisors's INVA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Innoviva (INVA) in Q2 2024, closing a stake of 32 shares — an estimated $488 sold.

Financial Synergies Wealth Advisors first reported a position in INVA in Q2 2022 and held it in 8 quarters. The position peaked at $488 in Q1 2024. 213 funds tracked by Wall St. Rank hold INVA as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Innoviva position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 32 Innoviva shares in Q2 2024, an estimated $488.
  • Financial Synergies Wealth Advisors first reported a position in Innoviva in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Innoviva position peaked at $488 in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Innoviva as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.