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Legacy Financial Advisors’s Innoviva INVA Stock Holding History

Legacy Financial Advisors’s Portfolio INVA Stock Details INVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-330
Closed -$5K – 492
2019
Q1 		$5K Hold
330
– – ﹤0.01% 772
2018
Q4 		$6K Hold
330
– – ﹤0.01% 697
2018
Q3 		$5K Hold
330
– – ﹤0.01% 689
2018
Q2 		$5K Hold
330
– – ﹤0.01% 695
2018
Q1 		$5K Hold
330
– – ﹤0.01% 638
2017
Q4 		$4K Buy
+330
New +$4.4K ﹤0.01% 669

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Advisors's INVA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Innoviva (INVA) in Q2 2019, closing a stake of 330 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in INVA in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q4 2018. 217 funds tracked by Wall St. Rank hold INVA as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Innoviva position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 330 Innoviva shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Innoviva in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Innoviva position peaked at $6K in Q4 2018.
  • 217 funds tracked by Wall St. Rank held Innoviva as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.