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WR Wealth Planners’s Innoviva INVA Stock Holding History

WR Wealth Planners’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
2024
Q4 		$416 Hold
24
– – ﹤0.01% 1007
2024
Q3 		$463 Hold
24
– – ﹤0.01% 1041
2024
Q2 		$394 Hold
24
– – ﹤0.01% 1041
2024
Q1 		$366 Buy
+24
New +$377 ﹤0.01% 1068

Other funds holding INVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's INVA Position: Q4 2024 in Review

WR Wealth Planners held its Innoviva (INVA) position steady in Q4 2024 at 24 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

WR Wealth Planners first reported a position in INVA in Q1 2024 and has held it in 4 quarters since. The position peaked at $463 in Q3 2024. 235 funds tracked by Wall St. Rank hold INVA as of Q4 2024.

  • WR Wealth Planners held 24 shares of Innoviva worth $416 as of Q4 2024.
  • WR Wealth Planners left its Innoviva share count unchanged in Q4 2024.
  • Innoviva made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1007 holding.
  • WR Wealth Planners first reported a position in Innoviva in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Innoviva position peaked at $463 in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Innoviva as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.