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Bard Associates’s Vivos Therapeutics VVOS Stock Holding History

Bard Associates’s Portfolio VVOS Stock Details VVOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,068
Closed -$68.8K – 192
2023
Q1 		$68.8K Hold
8,068
– – 0.03% 177
2022
Q4 		$81.1K Sell
8,068
-600
-7% -$8.78K 0.03% 177
2022
Q3 		$141K Hold
8,668
– – 0.06% 162
2022
Q2 		$280K Buy
8,668
+160
+2% +$6.65K 0.12% 141
2022
Q1 		$570K Sell
8,508
-32
-0.4% -$2.09K 0.2% 122
2021
Q4 		$480K Sell
8,540
-80
-0.9% -$6.44K 0.16% 135
2021
Q3 		$871K Hold
8,620
– – 0.29% 109
2021
Q2 		$1.07M Buy
+8,620
New +$1.4M 0.35% 99

Other funds holding VVOS

SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bard Associates's VVOS Position: Q2 2023 in Review

Bard Associates sold out of Vivos Therapeutics (VVOS) in Q2 2023, closing a stake of 8,068 shares — an estimated $68.8K sold.

Bard Associates first reported a position in VVOS in Q2 2021 and held it in 8 quarters. The position peaked at $1.07M in Q2 2021. 30 funds tracked by Wall St. Rank hold VVOS as of Q2 2023.

  • Bard Associates reported no remaining Vivos Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Bard Associates sold 8,068 Vivos Therapeutics shares in Q2 2023, an estimated $68.8K.
  • Bard Associates first reported a position in Vivos Therapeutics in Q2 2021 and held it in 8 quarters.
  • Bard Associates's Vivos Therapeutics position peaked at $1.07M in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Vivos Therapeutics as of Q2 2023.

Based on Bard Associates's 13F filing for Q2 2023, filed 11 Aug 2023.