NFSG
IVC

Newbridge Financial Services Group’s Invacare Corporation IVC Stock Holding History

Newbridge Financial Services Group’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,837
Closed -$23K – 1660
2021
Q2 		$23K Hold
2,837
– – 0.01% 743
2021
Q1 		$23K Buy
+2,837
New +$26.4K 0.02% 663

Other funds holding IVC

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Vanguard Group
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newbridge Financial Services Group's IVC Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Invacare Corporation (IVC) in Q3 2021, closing a stake of 2,837 shares — an estimated $23K sold.

Newbridge Financial Services Group first reported a position in IVC in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 139 funds tracked by Wall St. Rank hold IVC as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Invacare Corporation position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,837 Invacare Corporation shares in Q3 2021, an estimated $23K.
  • Newbridge Financial Services Group first reported a position in Invacare Corporation in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Invacare Corporation position peaked at $23K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.