WAM
IVC

Wealthspire Advisors (Maryland)’s Invacare Corporation IVC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-226
Closed -$2K – 2254
2019
Q1 		$2K Hold
226
– – ﹤0.01% 2242
2018
Q4 		$1K Buy
226
+94
+71% +$831 ﹤0.01% 2369
2018
Q3 		$2K Buy
132
+64
+94% +$1.06K ﹤0.01% 2221
2018
Q2 		$1K Buy
68
+15
+28% +$271 ﹤0.01% 2385
2018
Q1 		$1K Hold
53
– – ﹤0.01% 2435
2017
Q4 		$1K Buy
53
+43
+430% +$700 ﹤0.01% 2373
2017
Q3 		$0 Buy
+10
New +$143 ﹤0.01% 2525

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Invacare Corporation (IVC) in Q2 2019, closing a stake of 226 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in IVC in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 153 funds tracked by Wall St. Rank hold IVC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invacare Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 226 Invacare Corporation shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Invacare Corporation in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Invacare Corporation position peaked at $2K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2019.

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