Lenox Wealth Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Lenox Wealth Management’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
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	643
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	664
2019 Q4	$3K	Hold	500	–	–	﹤0.01%	601
2019 Q3	$2K	Buy	+500	New	+$2.47K	﹤0.01%	626
2018 Q1	–	Sell	-500	Closed	-$2K	–	488
2017 Q4	$2K	Hold	500	–	–	﹤0.01%	456
2017 Q3	$2K	Hold	500	–	–	﹤0.01%	465
2017 Q2	$3K	Hold	500	–	–	﹤0.01%	448
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	195
2016 Q4	$2K	Hold	500	–	–	﹤0.01%	222
2016 Q3	$1K	Hold	500	–	–	﹤0.01%	218
2016 Q2	$1K	Hold	500	–	–	﹤0.01%	226
2016 Q1	$1K	Hold	500	–	–	﹤0.01%	233
2015 Q4	$1K	Buy	+500	New	+$1.39K	﹤0.01%	234

Other funds holding INVE

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Lenox Wealth Management's INVE Position: Q2 2020 in Review

Lenox Wealth Management held its INVE Technologies, Inc. Common Stock (INVE) position steady in Q2 2020 at 500 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Lenox Wealth Management first reported a position in INVE in Q4 2015 and has held it in 13 quarters since. The position peaked at $4K in Q1 2017. 30 funds tracked by Wall St. Rank hold INVE as of Q2 2020.

Lenox Wealth Management held 500 shares of INVE Technologies, Inc. Common Stock worth $2K as of Q2 2020.
Lenox Wealth Management left its INVE Technologies, Inc. Common Stock share count unchanged in Q2 2020.
INVE Technologies, Inc. Common Stock made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #643 holding.
Lenox Wealth Management first reported a position in INVE Technologies, Inc. Common Stock in Q4 2015 and has held it in 13 quarters since.
Lenox Wealth Management's INVE Technologies, Inc. Common Stock position peaked at $4K in Q1 2017.
30 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.