WAM
INVA icon

Wealthspire Advisors (Maryland)’s Innoviva INVA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-837
Closed -$12K – 1199
2019
Q1 		$12K Buy
837
+603
+258% +$9.77K ﹤0.01% 1460
2018
Q4 		$4K Buy
234
+47
+25% +$763 ﹤0.01% 1824
2018
Q3 		$3K Buy
187
+44
+31% +$633 ﹤0.01% 2036
2018
Q2 		$2K Buy
143
+95
+198% +$1.42K ﹤0.01% 2164
2018
Q1 		$1K Sell
48
-41
-46% -$633 ﹤0.01% 2344
2017
Q4 		$1K Buy
89
+48
+117% +$640 ﹤0.01% 2292
2017
Q3 		$1K Buy
+41
New +$542 ﹤0.01% 2102

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INVA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Innoviva (INVA) in Q2 2019, closing a stake of 837 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in INVA in Q3 2017 and held it in 7 quarters. The position peaked at $12K in Q1 2019. 217 funds tracked by Wall St. Rank hold INVA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Innoviva position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 837 Innoviva shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Innoviva in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Innoviva position peaked at $12K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Innoviva as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.