IFP Advisors’s Invivyd IVVD Stock Holding History

IFP Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$4	–	4973
2025 Q1	$4	Hold	7	–	–	﹤0.01%	4269
2024 Q4	$3	Buy	+7	New	+$5	﹤0.01%	4574
2021 Q4	–	Sell	-100	Closed	-$4K	–	3424
2021 Q3	$4K	Buy	+100	New	+$3.71K	﹤0.01%	2638

Other funds holding IVVD

MIG

Mithril II GP Austin, Texas $64.5M AUM 360.75% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's IVVD Position: Q2 2025 in Review

IFP Advisors sold out of Invivyd (IVVD) in Q2 2025, closing a stake of 7 shares — an estimated $4 sold.

IFP Advisors first reported a position in IVVD in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 68 funds tracked by Wall St. Rank hold IVVD as of Q2 2025.

IFP Advisors reported no remaining Invivyd position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 7 Invivyd shares in Q2 2025, an estimated $4.
IFP Advisors first reported a position in Invivyd in Q3 2021 and held it in 3 quarters.
IFP Advisors's Invivyd position peaked at $4K in Q3 2021.
68 funds tracked by Wall St. Rank held Invivyd as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.