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AJ Wealth Strategies’s BioVie BIVI Stock Holding History

AJ Wealth Strategies’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$101K Buy
235
+81
+53% +$54.6K ﹤0.01% 290
2023
Q1 		$125K Buy
+154
New +$102K 0.01% 277

Other funds holding BIVI

IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AJ Wealth Strategies's BIVI Position: Q2 2023 in Review

AJ Wealth Strategies increased its BioVie (BIVI) stake by 53% in Q2 2023, buying an estimated $54.6K and bringing the position to 235 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

AJ Wealth Strategies first reported a position in BIVI in Q1 2023 and has held it in 2 quarters since. The position peaked at $125K in Q1 2023. 53 funds tracked by Wall St. Rank hold BIVI as of Q2 2023.

  • AJ Wealth Strategies held 235 shares of BioVie worth $101K as of Q2 2023.
  • AJ Wealth Strategies bought 81 BioVie shares in Q2 2023, an estimated $54.6K.
  • BioVie made up ﹤0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #290 holding.
  • AJ Wealth Strategies first reported a position in BioVie in Q1 2023 and has held it in 2 quarters since.
  • AJ Wealth Strategies's BioVie position peaked at $125K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held BioVie as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.