SFS
INVA icon

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 – 1588
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

Other funds holding INVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $23.8B AUM 49.45% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return