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Harvest Group Wealth Management’s Innoviva INVA Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-157
Closed -$2K – 721
2019
Q4 		$2K Hold
157
– – ﹤0.01% 626
2019
Q3 		$2K Buy
157
+76
+94% +$909 ﹤0.01% 706
2019
Q2 		$1K Sell
81
-106
-57% -$1.5K ﹤0.01% 738
2019
Q1 		$3K Buy
+187
New +$3.03K ﹤0.01% 501

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harvest Group Wealth Management's INVA Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Innoviva (INVA) in Q1 2020, closing a stake of 157 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in INVA in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 194 funds tracked by Wall St. Rank hold INVA as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Innoviva position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 157 Innoviva shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Innoviva in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Innoviva position peaked at $3K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held Innoviva as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.