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INVE icon

NewEdge Advisors’s Identive INVE Stock Holding History

NewEdge Advisors’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
2026
Q1 		$417K Buy
112,692
+73,015
+184% +$246K ﹤0.01% 2128
2025
Q4 		$152K Buy
+39,677
New +$143K ﹤0.01% 2659
2023
Q1 		– Sell
-1,261
Closed -$9 – 3784
2022
Q4 		$9 Buy
+1,261
New +$12.2K ﹤0.01% 3722
2022
Q3 		– Sell
-65,440
Closed -$758K – 1593
2022
Q2 		$758K Buy
65,440
+20,535
+46% +$257K 0.01% 810
2022
Q1 		$726K Buy
44,905
+2,061
+5% +$39.6K 0.01% 742
2021
Q4 		$1.21M Sell
42,844
-5,381
-11% -$118K 0.02% 637
2021
Q3 		$909K Buy
48,225
+7,610
+19% +$129K 0.02% 549
2021
Q2 		$690K Buy
+40,615
New +$613K 0.02% 632

Other funds holding INVE

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $221M AUM
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return