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BerganKDV Wealth Management’s BioVie BIVI Stock Holding History

BerganKDV Wealth Management’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 		$431 Hold
1
– – ﹤0.01% 823
2023
Q1 		$808 Buy
+1
New +$663 ﹤0.01% 929

Other funds holding BIVI

IC
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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 $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BerganKDV Wealth Management's BIVI Position: Q2 2023 in Review

BerganKDV Wealth Management held its BioVie (BIVI) position steady in Q2 2023 at 1 share worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #823.

BerganKDV Wealth Management first reported a position in BIVI in Q1 2023 and has held it in 2 quarters since. The position peaked at $808 in Q1 2023. 53 funds tracked by Wall St. Rank hold BIVI as of Q2 2023.

  • BerganKDV Wealth Management held 1 share of BioVie worth $431 as of Q2 2023.
  • BerganKDV Wealth Management left its BioVie share count unchanged in Q2 2023.
  • BioVie made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #823 holding.
  • BerganKDV Wealth Management first reported a position in BioVie in Q1 2023 and has held it in 2 quarters since.
  • BerganKDV Wealth Management's BioVie position peaked at $808 in Q1 2023.
  • 53 funds tracked by Wall St. Rank held BioVie as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.