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Sowell Financial Services’s Innoviva INVA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-112
Closed -$1K – 1587
2021
Q1 		$1K Hold
112
– – ﹤0.01% 2961
2020
Q4 		$1K Hold
112
– – ﹤0.01% 2588
2020
Q3 		$1K Hold
112
– – ﹤0.01% 2382
2020
Q2 		$2K Hold
112
– – ﹤0.01% 2162
2020
Q1 		$1K Hold
112
– – ﹤0.01% 2261
2019
Q4 		$2K Buy
+112
New +$1.37K ﹤0.01% 2203

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's INVA Position: Q2 2021 in Review

Sowell Financial Services sold out of Innoviva (INVA) in Q2 2021, closing a stake of 112 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in INVA in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 185 funds tracked by Wall St. Rank hold INVA as of Q2 2021.

  • Sowell Financial Services reported no remaining Innoviva position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 112 Innoviva shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Innoviva in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Innoviva position peaked at $2K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held Innoviva as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.