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LGT Financial Advisors’s Innoviva INVA Stock Holding History

LGT 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
2025
Q1 		– Sell
-1,043
Closed -$18.1K – 514
2024
Q4 		$18.1K Hold
1,043
– – 0.04% 330
2024
Q3 		$20.1K Hold
1,043
– – 0.05% 276
2024
Q2 		$17.1K Hold
1,043
– – 0.04% 345
2024
Q1 		$15.9K Hold
1,043
– – 0.02% 406
2023
Q4 		$16.7K Sell
1,043
-37
-3% -$517 0.02% 387
2023
Q3 		$14K Buy
+1,080
New +$14K 0.02% 415

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LGT Financial Advisors's INVA Position: Q1 2025 in Review

LGT Financial Advisors sold out of Innoviva (INVA) in Q1 2025, closing a stake of 1,043 shares — an estimated $18.1K sold.

LGT Financial Advisors first reported a position in INVA in Q3 2023 and held it in 6 quarters. The position peaked at $20.1K in Q3 2024. 246 funds tracked by Wall St. Rank hold INVA as of Q1 2025.

  • LGT Financial Advisors reported no remaining Innoviva position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,043 Innoviva shares in Q1 2025, an estimated $18.1K.
  • LGT Financial Advisors first reported a position in Innoviva in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Innoviva position peaked at $20.1K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Innoviva as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.