Northwestern Mutual Wealth Management
INNV icon

Northwestern Mutual Wealth Management’s InnovAge Holding INNV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,300
Closed -$8K – 3314
2022
Q1 		$8K Buy
+1,300
New +$6.57K ﹤0.01% 2600

Other funds holding INNV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCP
Welch Capital Partners Harrison, New York $444M AUM 21.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management's INNV Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of InnovAge Holding (INNV) in Q2 2022, closing a stake of 1,300 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in INNV in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 52 funds tracked by Wall St. Rank hold INNV as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining InnovAge Holding position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,300 InnovAge Holding shares in Q2 2022, an estimated $8K.
  • Northwestern Mutual Wealth Management first reported a position in InnovAge Holding in Q1 2022 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's InnovAge Holding position peaked at $8K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.