Waypoint Wealth Partners’s Intevac Inc IVAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,966
Closed -$43.8K 81
2025
Q1
$43.8K Hold
10,966
0.01% 70
2024
Q4
$37.3K Hold
10,966
0.01% 68
2024
Q3
$37.3K Hold
10,966
0.01% 67
2024
Q2
$42.3K Hold
10,966
0.01% 64
2024
Q1
$42.1K Hold
10,966
0.01% 71
2023
Q4
$47.4K Buy
+10,966
New +$40.9K 0.01% 74

Waypoint Wealth Partners's IVAC Position: Q2 2025 in Review

Waypoint Wealth Partners sold out of Intevac Inc (IVAC) in Q2 2025, closing a stake of 10,966 shares — an estimated $43.8K sold.

Waypoint Wealth Partners first reported a position in IVAC in Q4 2023 and held it in 6 quarters. The position peaked at $47.4K in Q4 2023. 0 funds tracked by Wall St. Rank hold IVAC as of Q2 2025.

  • Waypoint Wealth Partners reported no remaining Intevac Inc position as of Q2 2025 after selling out during the quarter.
  • Waypoint Wealth Partners sold 10,966 Intevac Inc shares in Q2 2025, an estimated $43.8K.
  • Waypoint Wealth Partners first reported a position in Intevac Inc in Q4 2023 and held it in 6 quarters.
  • Waypoint Wealth Partners's Intevac Inc position peaked at $47.4K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Intevac Inc as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.