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Freedom Investment Management’s Innoviva INVA Stock Holding History

Freedom Investment 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
2024
Q3 		– Sell
-11,742
Closed -$193K – 798
2024
Q2 		$193K Buy
+11,742
New +$182K 0.02% 730
2022
Q3 		– Sell
-12,782
Closed -$189K – 752
2022
Q2 		$189K Buy
+12,782
New +$209K 0.02% 681
2022
Q1 		– Sell
-14,398
Closed -$248K – 865
2021
Q4 		$248K Buy
+14,398
New +$245K 0.02% 741

Other funds holding INVA

BlackRock
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Freedom Investment Management's INVA Position: Q3 2024 in Review

Freedom Investment Management sold out of Innoviva (INVA) in Q3 2024, closing a stake of 11,742 shares — an estimated $193K sold.

Freedom Investment Management first reported a position in INVA in Q4 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 221 funds tracked by Wall St. Rank hold INVA as of Q3 2024.

  • Freedom Investment Management reported no remaining Innoviva position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 11,742 Innoviva shares in Q3 2024, an estimated $193K.
  • Freedom Investment Management first reported a position in Innoviva in Q4 2021 and held it in 3 quarters.
  • Freedom Investment Management's Innoviva position peaked at $248K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Innoviva as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.