Insight Wealth Strategies’s Intevac Inc IVAC Stock Holding History

Insight Wealth Strategies’s Portfolio IVAC Stock Details IVAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,000	Closed	-$97K	–	158
2022 Q3	$97K	Hold	20,000	–	–	0.02%	140
2022 Q2	$97K	Hold	20,000	–	–	0.02%	140
2022 Q1	$107K	Hold	20,000	–	–	0.02%	154
2021 Q4	$94K	Sell	20,000 -5,000	-20%	-$23.7K	0.01%	151
2021 Q3	$120K	Buy	+25,000	New	+$137K	0.02%	186
2021 Q2	–	Sell	-15,000	Closed	-$107K	–	240
2021 Q1	$107K	Hold	15,000	–	–	0.01%	220
2020 Q4	$108K	Sell	15,000 -10,000	-40%	-$60.2K	0.02%	220
2020 Q3	$138K	Hold	25,000	–	–	0.03%	199
2020 Q2	$137K	Hold	25,000	–	–	0.03%	168
2020 Q1	$102K	Hold	25,000	–	–	0.03%	149
2019 Q4	$177K	Hold	25,000	–	–	0.04%	195
2019 Q3	$131K	Hold	25,000	–	–	0.03%	185
2019 Q2	$121K	Buy	+25,000	New	+$131K	0.03%	158

Other funds holding IVAC

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

WCM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Insight Wealth Strategies's IVAC Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Intevac Inc (IVAC) in Q4 2022, closing a stake of 20,000 shares — an estimated $97K sold.

Insight Wealth Strategies first reported a position in IVAC in Q2 2019 and held it in 13 quarters. The position peaked at $177K in Q4 2019. 48 funds tracked by Wall St. Rank hold IVAC as of Q4 2022.

Insight Wealth Strategies reported no remaining Intevac Inc position as of Q4 2022 after selling out during the quarter.
Insight Wealth Strategies sold 20,000 Intevac Inc shares in Q4 2022, an estimated $97K.
Insight Wealth Strategies first reported a position in Intevac Inc in Q2 2019 and held it in 13 quarters.
Insight Wealth Strategies's Intevac Inc position peaked at $177K in Q4 2019.
48 funds tracked by Wall St. Rank held Intevac Inc as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.