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IFP Advisors’s Innoviz Technologies INVZ Stock Holding History

IFP Advisors’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,000
Closed -$8.16K – 4962
2025
Q3 		$8.16K Hold
4,000
– – ﹤0.01% 3011
2025
Q2 		$6.56K Buy
4,000
+2,000
+100% +$1.75K ﹤0.01% 3180
2025
Q1 		$1.3K Sell
2,000
-3,000
-60% -$3.47K ﹤0.01% 3277
2024
Q4 		$8.4K Buy
+5,000
New +$4.13K ﹤0.01% 2596
2023
Q1 		– Sell
-2,543
Closed -$27K – 3908
2022
Q4 		$27K Buy
2,543
+126
+5% +$600 ﹤0.01% 2677
2022
Q3 		$26K Hold
2,417
– – ﹤0.01% 2869
2022
Q2 		$26K Hold
2,417
– – ﹤0.01% 2638
2022
Q1 		$26K Buy
+2,417
New +$9.66K ﹤0.01% 2638

Other funds holding INVZ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return