Focus Partners Wealth’s INNOVATE Corp VATE Stock Holding History

Focus Partners Wealth’s Portfolio VATE Stock Details VATE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$37K	–	1973
2024 Q3	$37K	Buy	+10,000	New	+$49.4K	﹤0.01%	1547

Other funds holding VATE

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Focus Partners Wealth's VATE Position: Q4 2024 in Review

Focus Partners Wealth sold out of INNOVATE Corp (VATE) in Q4 2024, closing a stake of 10,000 shares — an estimated $37K sold.

Focus Partners Wealth first reported a position in VATE in Q3 2024 and held it in 1 quarter. The position peaked at $37K in Q3 2024. 30 funds tracked by Wall St. Rank hold VATE as of Q4 2024.

Focus Partners Wealth reported no remaining INNOVATE Corp position as of Q4 2024 after selling out during the quarter.
Focus Partners Wealth sold 10,000 INNOVATE Corp shares in Q4 2024, an estimated $37K.
Focus Partners Wealth first reported a position in INNOVATE Corp in Q3 2024 and held it in 1 quarter.
Focus Partners Wealth's INNOVATE Corp position peaked at $37K in Q3 2024.
30 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.