Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-396
Closed -$594 1031
2022
Q4
$594 Hold
396
﹤0.01% 895
2022
Q3
$1K Hold
396
﹤0.01% 949
2022
Q2
$1K Buy
396
+300
+313% +$941 ﹤0.01% 998
2022
Q1
$0 Hold
96
﹤0.01% 1098
2021
Q4
$1K Buy
+96
New +$2.5K ﹤0.01% 1044

Other funds holding IVVD

HM Payson & Co's IVVD Position: Q1 2023 in Review

HM Payson & Co sold out of Invivyd (IVVD) in Q1 2023, closing a stake of 396 shares — an estimated $594 sold.

HM Payson & Co first reported a position in IVVD in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 70 funds tracked by Wall St. Rank hold IVVD as of Q1 2023.

  • HM Payson & Co reported no remaining Invivyd position as of Q1 2023 after selling out during the quarter.
  • HM Payson & Co sold 396 Invivyd shares in Q1 2023, an estimated $594.
  • HM Payson & Co first reported a position in Invivyd in Q4 2021 and held it in 5 quarters.
  • HM Payson & Co's Invivyd position peaked at $1K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held Invivyd as of Q1 2023.

Based on HM Payson & Co's 13F filing for Q1 2023, filed 18 Apr 2023.