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Optimum Investment Advisors’s Innoviva INVA Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-1,000
Closed -$14K – 904
2019
Q4 		$14K Hold
1,000
– – ﹤0.01% 722
2019
Q3 		$11K Hold
1,000
– – ﹤0.01% 782
2019
Q2 		$15K Hold
1,000
– – ﹤0.01% 721
2019
Q1 		$14K Buy
+1,000
New +$16.2K ﹤0.01% 747

Other funds holding INVA

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
Vanguard Group
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Optimum Investment Advisors's INVA Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Innoviva (INVA) in Q1 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in INVA in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q2 2019. 194 funds tracked by Wall St. Rank hold INVA as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Innoviva position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Innoviva shares in Q1 2020, an estimated $14K.
  • Optimum Investment Advisors first reported a position in Innoviva in Q1 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's Innoviva position peaked at $15K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Innoviva as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.