Wells Fargo
IVTY

Wells Fargo’s Invuity, Inc IVTY Stock Holding History

Wells Fargo’s Portfolio IVTY Stock Details IVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,701
Closed -$153K – 6849
2018
Q3 		$153K Sell
20,701
-53,501
-72% -$257K ﹤0.01% 5149
2018
Q2 		$290K Sell
74,202
-6,249
-8% -$21.6K ﹤0.01% 4828
2018
Q1 		$310K Buy
80,451
+16,253
+25% +$74.2K ﹤0.01% 4725
2017
Q4 		$398K Buy
64,198
+58,292
+987% +$474K ﹤0.01% 4552
2017
Q3 		$53K Sell
5,906
-294
-5% -$2.24K ﹤0.01% 5452
2017
Q2 		$45K Hold
6,200
– – ﹤0.01% 5419
2017
Q1 		$49K Hold
6,200
– – ﹤0.01% 5450
2016
Q4 		$36K Buy
6,200
+3,400
+121% +$28.4K ﹤0.01% 5469
2016
Q3 		$38K Hold
2,800
– – ﹤0.01% 5412
2016
Q2 		$27K Buy
2,800
+1,747
+166% +$12.1K ﹤0.01% 5414
2016
Q1 		$8K Buy
1,053
+244
+30% +$1.88K ﹤0.01% 5785
2015
Q4 		$7K Buy
809
+790
+4,158% +$9.37K ﹤0.01% 5828
2015
Q3 		$0 Buy
+19
New +$249 ﹤0.01% 6603

Other funds holding IVTY

CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Wells Fargo's IVTY Position: Q4 2018 in Review

Wells Fargo sold out of Invuity, Inc (IVTY) in Q4 2018, closing a stake of 20,701 shares — an estimated $153K sold.

Wells Fargo first reported a position in IVTY in Q3 2015 and held it in 13 quarters. The position peaked at $398K in Q4 2017. 1 fund tracked by Wall St. Rank holds IVTY as of Q4 2018.

  • Wells Fargo reported no remaining Invuity, Inc position as of Q4 2018 after selling out during the quarter.
  • Wells Fargo sold 20,701 Invuity, Inc shares in Q4 2018, an estimated $153K.
  • Wells Fargo first reported a position in Invuity, Inc in Q3 2015 and held it in 13 quarters.
  • Wells Fargo's Invuity, Inc position peaked at $398K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Invuity, Inc as of Q4 2018.

Based on Wells Fargo's 13F filing for Q4 2018, filed 11 Feb 2019.