Liberty Wealth Management’s Innoviva INVA Stock Holding History

Liberty Wealth Management’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
2020 Q3	–	Sell	-150	Closed	-$2K	–	906
2020 Q2	$2K	Buy	+150	New	+$2.04K	﹤0.01%	739

Other funds holding INVA

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

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

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

SCM

Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Liberty Wealth Management's INVA Position: Q3 2020 in Review

Liberty Wealth Management sold out of Innoviva (INVA) in Q3 2020, closing a stake of 150 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in INVA in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 207 funds tracked by Wall St. Rank hold INVA as of Q3 2020.

Liberty Wealth Management reported no remaining Innoviva position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 150 Innoviva shares in Q3 2020, an estimated $2K.
Liberty Wealth Management first reported a position in Innoviva in Q2 2020 and held it in 1 quarter.
Liberty Wealth Management's Innoviva position peaked at $2K in Q2 2020.
207 funds tracked by Wall St. Rank held Innoviva as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.