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Potomac Capital Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Potomac Capital Management’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
2023
Q4 		$178K Buy
21,600
+1,600
+8% +$11.3K 0.21% 50
2023
Q3 		$169K Buy
20,000
+10,000
+100% +$83.1K 0.22% 43
2023
Q2 		$84.1K Buy
+10,000
New +$68.2K 0.09% 60

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Potomac Capital Management's INVE Position: Q4 2023 in Review

Potomac Capital Management increased its INVE Technologies, Inc. Common Stock (INVE) stake by 8% in Q4 2023, buying an estimated $11.3K and bringing the position to 21,600 shares worth $178K. The position accounts for 0.21% of the portfolio, ranked #50.

Potomac Capital Management first reported a position in INVE in Q2 2023 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold INVE as of Q4 2023.

  • Potomac Capital Management held 21,600 shares of INVE Technologies, Inc. Common Stock worth $178K as of Q4 2023.
  • Potomac Capital Management bought 1,600 INVE Technologies, Inc. Common Stock shares in Q4 2023, an estimated $11.3K.
  • INVE Technologies, Inc. Common Stock made up 0.21% of Potomac Capital Management's portfolio in Q4 2023, its #50 holding.
  • Potomac Capital Management first reported a position in INVE Technologies, Inc. Common Stock in Q2 2023 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q4 2023.

Based on Potomac Capital Management's 13F filing for Q4 2023, filed 15 Feb 2024.