AAS
VIVS

Avantax Advisory Services’s VivoSim Labs VIVS Stock Holding History

Avantax Advisory Services’s Portfolio VIVS Stock Details VIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-421
Closed -$56K – 1398
2020
Q2 		$56K Buy
421
+250
+146% +$30.5K ﹤0.01% 836
2020
Q1 		$17K Hold
171
– – ﹤0.01% 790
2019
Q4 		$15K Buy
+171
New +$16K ﹤0.01% 824

Other funds holding VIVS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's VIVS Position: Q3 2020 in Review

Avantax Advisory Services sold out of VivoSim Labs (VIVS) in Q3 2020, closing a stake of 421 shares — an estimated $56K sold.

Avantax Advisory Services first reported a position in VIVS in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q2 2020. 46 funds tracked by Wall St. Rank hold VIVS as of Q3 2020.

  • Avantax Advisory Services reported no remaining VivoSim Labs position as of Q3 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 421 VivoSim Labs shares in Q3 2020, an estimated $56K.
  • Avantax Advisory Services first reported a position in VivoSim Labs in Q4 2019 and held it in 3 quarters.
  • Avantax Advisory Services's VivoSim Labs position peaked at $56K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held VivoSim Labs as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.