PMFA
IVTY

Plante Moran Financial Advisors’s Invuity, Inc IVTY Stock Holding History

Plante Moran Financial Advisors’s Portfolio IVTY Stock Details IVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-500
Closed -$4K – 926
2017
Q1 		$4K Hold
500
– – ﹤0.01% 747
2016
Q4 		$3K Hold
500
– – ﹤0.01% 831
2016
Q3 		$7K Hold
500
– – ﹤0.01% 647
2016
Q2 		$5K Hold
500
– – ﹤0.01% 655
2016
Q1 		$4K Buy
+500
New +$3.85K ﹤0.01% 639

Other funds holding IVTY

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Plante Moran Financial Advisors's IVTY Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Invuity, Inc (IVTY) in Q2 2017, closing a stake of 500 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in IVTY in Q1 2016 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 51 funds tracked by Wall St. Rank hold IVTY as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Invuity, Inc position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 500 Invuity, Inc shares in Q2 2017, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Invuity, Inc in Q1 2016 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Invuity, Inc position peaked at $7K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held Invuity, Inc as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.