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Arete Wealth Advisors’s Bioventus BVS Stock Holding History

Arete Wealth Advisors’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,700
Closed -$62K – 728
2024
Q2 		$62K Buy
+10,700
New +$58.7K 0.01% 702
2024
Q1 		– Sell
-13,100
Closed -$69K – 428
2023
Q4 		$69K Hold
13,100
– – 0.01% 715
2023
Q3 		$43.2K Buy
+13,100
New +$46K 0.01% 484

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arete Wealth Advisors's BVS Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Bioventus (BVS) in Q3 2024, closing a stake of 10,700 shares — an estimated $62K sold.

Arete Wealth Advisors first reported a position in BVS in Q3 2023 and held it in 3 quarters. The position peaked at $69K in Q4 2023. 138 funds tracked by Wall St. Rank hold BVS as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Bioventus position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,700 Bioventus shares in Q3 2024, an estimated $62K.
  • Arete Wealth Advisors first reported a position in Bioventus in Q3 2023 and held it in 3 quarters.
  • Arete Wealth Advisors's Bioventus position peaked at $69K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Bioventus as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.