Capstone Investment Advisors’s BioVie BIVI Stock Holding History

Capstone Investment Advisors’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
2021 Q1	–	Sell	-128	Closed	-$222K	–	1678
2020 Q4	$222K	Buy	+128	New	+$128K	﹤0.01%	1436

Other funds holding BIVI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

swisspartners Vaduz, Liechtenstein $78.4M AUM 9.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capstone Investment Advisors's BIVI Position: Q1 2021 in Review

Capstone Investment Advisors sold out of BioVie (BIVI) in Q1 2021, closing a stake of 128 shares — an estimated $222K sold.

Capstone Investment Advisors first reported a position in BIVI in Q4 2020 and held it in 1 quarter. The position peaked at $222K in Q4 2020. 10 funds tracked by Wall St. Rank hold BIVI as of Q1 2021.

Capstone Investment Advisors reported no remaining BioVie position as of Q1 2021 after selling out during the quarter.
Capstone Investment Advisors sold 128 BioVie shares in Q1 2021, an estimated $222K.
Capstone Investment Advisors first reported a position in BioVie in Q4 2020 and held it in 1 quarter.
Capstone Investment Advisors's BioVie position peaked at $222K in Q4 2020.
10 funds tracked by Wall St. Rank held BioVie as of Q1 2021.

Based on Capstone Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.