INVTA merged, now what?

I owned some INVTA stock. I already own some Microsoft also. Now that the merger has happened, what will I see in my portfolio? Cash for the purchase of INVTA? More shares of Microsoft? Not sure about this!


Welcome Mamafonz. We’re glad you could join us.

I’m not famliar with the details of that one but you should have received notification telling you if it was a stock swap, a cash deal, or some combination of the above. Usually this was when you were asked to vote your shares for or against the deal.

If your shares are in a brokerage account, your broker will take care of it for you. If a cash deal, the cash will show up in your account. If a stock swap, you will find additional Microsoft shares in your account.

Should be painless. But if a cash deal, you might have capital gains taxes due for the shares. If a stock deal, they should have informed you. Often tax free. But you will want to note the cash basis of the shares you receive for capital gains when you sell.

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I’m not finding an “INVTA” stock. Do you mean ATVI (Activision)?

If you do mean ATVI, it was an all-cash deal at $95/share, so you should see $95/ATVI share in the brokerage account(s) where you held ATVI. You should still have the same number of MSFT shares that you previously owned.


Oooops! Sorry! Yes, I had ATVI…. Thanks for clearing this up for me. Hope to see the cash in my account soon then!

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Sorry, yes it was ATVI. Thank you for the information.