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Sutton Wealth Advisors’s Innoviva INVA Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,675
Closed -$22.2K – 1166
2022
Q4 		$22.2K Hold
1,675
– – 0.01% 655
2022
Q3 		$19.4K Buy
1,675
+1
+0.1% +$14 0.01% 671
2022
Q2 		$24.7K Buy
1,674
+1
+0.1% +$16 0.01% 595
2022
Q1 		$32.4K Hold
1,673
– – 0.01% 545
2021
Q4 		$28.9K Buy
1,673
+16
+1% +$273 0.01% 596
2021
Q3 		$27.7K Hold
1,657
– – 0.01% 596
2021
Q2 		$22.2K Hold
1,657
– – 0.01% 672
2021
Q1 		$19.8K Hold
1,657
– – 0.01% 675
2020
Q4 		$20.5K Hold
1,657
– – 0.01% 606
2020
Q3 		$17.3K Hold
1,657
– – 0.01% 587
2020
Q2 		$23.2K Hold
1,657
– – 0.01% 494
2020
Q1 		$19.5K Buy
1,657
+517
+45% +$6.84K 0.01% 485
2019
Q4 		$16.1K Hold
1,140
– – 0.01% 679
2019
Q3 		$12K Hold
1,140
– – 0.01% 744
2019
Q2 		$16.6K Hold
1,140
– – 0.01% 636
2019
Q1 		$16K Hold
1,140
– – 0.01% 653
2018
Q4 		$19.9K Hold
1,140
– – 0.01% 522
2018
Q3 		$17.4K Hold
1,140
– – 0.01% 643
2018
Q2 		$15.7K Hold
1,140
– – 0.01% 684
2018
Q1 		$19K Hold
1,140
– – 0.01% 589
2017
Q4 		$16.2K Hold
1,140
– – 0.01% 627
2017
Q3 		$16.1K Hold
1,140
– – 0.01% 614
2017
Q2 		$14.6K Hold
1,140
– – 0.01% 649
2017
Q1 		$15.8K Hold
1,140
– – 0.01% 593
2016
Q4 		$12.2K Buy
+1,140
New +$12K 0.01% 635

Other funds holding INVA

BlackRock
BlackRock New York $5.72T 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sutton Wealth Advisors's INVA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Innoviva (INVA) in Q1 2023, closing a stake of 1,675 shares — an estimated $22.2K sold.

Sutton Wealth Advisors first reported a position in INVA in Q4 2016 and held it in 25 quarters. The position peaked at $32.4K in Q1 2022. 193 funds tracked by Wall St. Rank hold INVA as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Innoviva position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,675 Innoviva shares in Q1 2023, an estimated $22.2K.
  • Sutton Wealth Advisors first reported a position in Innoviva in Q4 2016 and held it in 25 quarters.
  • Sutton Wealth Advisors's Innoviva position peaked at $32.4K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held Innoviva as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.