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Wipfli Financial Advisors’s Innoviva INVA Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$34K Buy
+2,903
New +$39.8K ﹤0.01% 1303

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
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's INVA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Innoviva (INVA) in Q3 2022: 2,903 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

214 funds tracked by Wall St. Rank hold INVA as of Q3 2022.

  • Wipfli Financial Advisors held 2,903 shares of Innoviva worth $34K as of Q3 2022.
  • Innoviva was a new Wipfli Financial Advisors position in Q3 2022.
  • Innoviva made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1303 holding.
  • 214 funds tracked by Wall St. Rank held Innoviva as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.