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Beacon Harbor Wealth Advisors’s Maravai LifeSciences MRVI Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MRVI Stock Details MRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-45,364
Closed -$1.9M – 78
2021
Q4 		$1.9M Buy
+45,364
New +$1.84M 0.63% 49

Other funds holding MRVI

GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MRVI Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of Maravai LifeSciences (MRVI) in Q1 2022, closing a stake of 45,364 shares — an estimated $1.9M sold.

Beacon Harbor Wealth Advisors first reported a position in MRVI in Q4 2021 and held it in 1 quarter. The position peaked at $1.9M in Q4 2021. 235 funds tracked by Wall St. Rank hold MRVI as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Maravai LifeSciences position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 45,364 Maravai LifeSciences shares in Q1 2022, an estimated $1.9M.
  • Beacon Harbor Wealth Advisors first reported a position in Maravai LifeSciences in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Maravai LifeSciences position peaked at $1.9M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.