Carroll Financial Associates’s Revvity RVTY Stock Holding History

Carroll Financial Associates’s Portfolio RVTY Stock Details RVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$27K	Sell	140 -11	-7%	-$1.99K	﹤0.01%	890
2021 Q3	$26K	Buy	151 +147	+3,675%	+$25.9K	﹤0.01%	932
2021 Q2	$0	Buy	4 +2	+100%	+$281	﹤0.01%	1832
2021 Q1	$0	Buy	+2	New	+$277	﹤0.01%	1743
2020 Q3	–	Sell	-722	Closed	-$70K	–	1646
2020 Q2	$70K	Buy	+722	New	+$66K	0.01%	563

Other funds holding RVTY

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Carroll Financial Associates's RVTY Position: Q4 2021 in Review

Carroll Financial Associates reduced its Revvity (RVTY) stake by 7.3% in Q4 2021, selling an estimated $1.99K and leaving 140 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Carroll Financial Associates first reported a position in RVTY in Q2 2020 and has held it in 5 quarters since. The position peaked at $70K in Q2 2020. 650 funds tracked by Wall St. Rank hold RVTY as of Q4 2021.

Carroll Financial Associates held 140 shares of Revvity worth $27K as of Q4 2021.
Carroll Financial Associates sold 11 Revvity shares in Q4 2021, an estimated $1.99K.
Revvity made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #890 holding.
Carroll Financial Associates first reported a position in Revvity in Q2 2020 and has held it in 5 quarters since.
Carroll Financial Associates's Revvity position peaked at $70K in Q2 2020.
650 funds tracked by Wall St. Rank held Revvity as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.