Valmark Advisers’s Invacare Corporation IVC Stock Holding History

Valmark Advisers’s Portfolio IVC Stock Details IVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$4.2K	–	486
2022 Q4	$4.2K	Hold	10,000	–	–	﹤0.01%	445
2022 Q3	$8K	Buy	+10,000	New	+$10.5K	﹤0.01%	411

Other funds holding IVC

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Valmark Advisers's IVC Position: Q1 2023 in Review

Valmark Advisers sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 10,000 shares — an estimated $4.2K sold.

Valmark Advisers first reported a position in IVC in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

Valmark Advisers reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
Valmark Advisers sold 10,000 Invacare Corporation shares in Q1 2023, an estimated $4.2K.
Valmark Advisers first reported a position in Invacare Corporation in Q3 2022 and held it in 2 quarters.
Valmark Advisers's Invacare Corporation position peaked at $8K in Q3 2022.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on Valmark Advisers's 13F filing for Q1 2023, filed 2 May 2023.