Fortitude Advisory Group’s Inventiva IVA Stock Holding History

Fortitude Advisory Group’s Portfolio IVA Stock Details IVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-133	Closed	-$1K	–	727
2022 Q1	$1K	Hold	133	–	–	﹤0.01%	1446
2021 Q4	$2K	Buy	+133	New	+$1.84K	﹤0.01%	1381

Other funds holding IVA

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fortitude Advisory Group's IVA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Inventiva (IVA) in Q2 2022, closing a stake of 133 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in IVA in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 10 funds tracked by Wall St. Rank hold IVA as of Q2 2022.

Fortitude Advisory Group reported no remaining Inventiva position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 133 Inventiva shares in Q2 2022, an estimated $1K.
Fortitude Advisory Group first reported a position in Inventiva in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Inventiva position peaked at $2K in Q4 2021.
10 funds tracked by Wall St. Rank held Inventiva as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.