ZIM
IVVD icon

Zacks Investment Management’s Invivyd IVVD Stock Holding History

Zacks Investment Management’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,851
Closed -$14.2K – 686
2023
Q1 		$14.2K Sell
11,851
-6,566
-36% -$12K ﹤0.01% 624
2022
Q4 		$27.6K Buy
+18,417
New +$51.2K ﹤0.01% 593

Other funds holding IVVD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Zacks Investment Management's IVVD Position: Q2 2023 in Review

Zacks Investment Management sold out of Invivyd (IVVD) in Q2 2023, closing a stake of 11,851 shares — an estimated $14.2K sold.

Zacks Investment Management first reported a position in IVVD in Q4 2022 and held it in 2 quarters. The position peaked at $27.6K in Q4 2022. 57 funds tracked by Wall St. Rank hold IVVD as of Q2 2023.

  • Zacks Investment Management reported no remaining Invivyd position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 11,851 Invivyd shares in Q2 2023, an estimated $14.2K.
  • Zacks Investment Management first reported a position in Invivyd in Q4 2022 and held it in 2 quarters.
  • Zacks Investment Management's Invivyd position peaked at $27.6K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invivyd as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.