RWM
INVA icon

Raffa Wealth Management’s Innoviva INVA Stock Holding History

Raffa Wealth Management’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
2014
Q3 		– Sell
-17
Closed -$506 – 752
2014
Q2 		$506 Sell
17
-4
-19% -$96 ﹤0.01% 270
2014
Q1 		$526 Buy
+21
New +$615 ﹤0.01% 267

Other funds holding INVA

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CPM
Chesapeake Partners Management Baltimore, Maryland $669M AUM 1.23% 1-Year Est. Return
LM
Litespeed Management New York $48.2M AUM 9.81% 1-Year Est. Return

Raffa Wealth Management's INVA Position: Q3 2014 in Review

Raffa Wealth Management sold out of Innoviva (INVA) in Q3 2014, closing a stake of 17 shares — an estimated $506 sold.

Raffa Wealth Management first reported a position in INVA in Q1 2014 and held it in 2 quarters. The position peaked at $526 in Q1 2014. 120 funds tracked by Wall St. Rank hold INVA as of Q3 2014.

  • Raffa Wealth Management reported no remaining Innoviva position as of Q3 2014 after selling out during the quarter.
  • Raffa Wealth Management sold 17 Innoviva shares in Q3 2014, an estimated $506.
  • Raffa Wealth Management first reported a position in Innoviva in Q1 2014 and held it in 2 quarters.
  • Raffa Wealth Management's Innoviva position peaked at $526 in Q1 2014.
  • 120 funds tracked by Wall St. Rank held Innoviva as of Q3 2014.

Based on Raffa Wealth Management's 13F filing for Q3 2014, filed 27 Jul 2026.