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Jefferies Financial Group’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Jefferies Financial Group’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,100
Closed -$128K – 1620
2024
Q1 		$128K Sell
16,100
-400
-2% -$3.19K ﹤0.01% 1409
2023
Q4 		$136K Hold
16,500
– – ﹤0.01% 1518
2023
Q3 		$139K Buy
+16,500
New +$137K ﹤0.01% 1404

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Financial Group's INVE Position: Q2 2024 in Review

Jefferies Financial Group sold out of INVE Technologies, Inc. Common Stock (INVE) in Q2 2024, closing a stake of 16,100 shares — an estimated $128K sold.

Jefferies Financial Group first reported a position in INVE in Q3 2023 and held it in 3 quarters. The position peaked at $139K in Q3 2023. 55 funds tracked by Wall St. Rank hold INVE as of Q2 2024.

  • Jefferies Financial Group reported no remaining INVE Technologies, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 16,100 INVE Technologies, Inc. Common Stock shares in Q2 2024, an estimated $128K.
  • Jefferies Financial Group first reported a position in INVE Technologies, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Jefferies Financial Group's INVE Technologies, Inc. Common Stock position peaked at $139K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.