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NewEdge Advisors’s Invivyd IVVD Stock Holding History

NewEdge Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$3.94K – 3899
2023
Q4 		$3.94K Hold
1,000
– – ﹤0.01% 3190
2023
Q3 		$1.7K Hold
1,000
– – ﹤0.01% 3083
2023
Q2 		$1.05K Hold
1,000
– – ﹤0.01% 3240
2023
Q1 		$1.2K Buy
+1,000
New +$1.82K ﹤0.01% 3131

Other funds holding IVVD

MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

NewEdge Advisors's IVVD Position: Q1 2024 in Review

NewEdge Advisors sold out of Invivyd (IVVD) in Q1 2024, closing a stake of 1,000 shares — an estimated $3.94K sold.

NewEdge Advisors first reported a position in IVVD in Q1 2023 and held it in 4 quarters. The position peaked at $3.94K in Q4 2023. 86 funds tracked by Wall St. Rank hold IVVD as of Q1 2024.

  • NewEdge Advisors reported no remaining Invivyd position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1,000 Invivyd shares in Q1 2024, an estimated $3.94K.
  • NewEdge Advisors first reported a position in Invivyd in Q1 2023 and held it in 4 quarters.
  • NewEdge Advisors's Invivyd position peaked at $3.94K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Invivyd as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.