Creative Planning
VIVO

Creative Planning’s Meridian Bioscience Inc VIVO Stock Holding History

Creative Planning’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-64,044
Closed -$1.68M – 2702
2021
Q1 		$1.68M Buy
64,044
+6,017
+10% +$143K ﹤0.01% 795
2020
Q4 		$1.08M Buy
58,027
+19,123
+49% +$357K ﹤0.01% 907
2020
Q3 		$661K Buy
+38,904
New +$756K ﹤0.01% 989
2017
Q4 		– Sell
-15,724
Closed -$225K – 2029
2017
Q3 		$225K Buy
15,724
+11,792
+300% +$168K ﹤0.01% 1513
2017
Q2 		$62K Buy
3,932
+3,750
+2,060% +$54K ﹤0.01% 2345
2017
Q1 		$3K Sell
182
-500
-73% -$6.99K ﹤0.01% 4202
2016
Q4 		$12K Buy
682
+600
+732% +$10.5K ﹤0.01% 3448
2016
Q3 		$2K Buy
+82
New +$1.6K ﹤0.01% 4283
2016
Q2 		– Sell
-300
Closed -$6K – 4574
2016
Q1 		$6K Sell
300
-727
-71% -$14.3K ﹤0.01% 3522
2015
Q4 		$21K Sell
1,027
-100
-9% -$1.92K ﹤0.01% 2823
2015
Q3 		$19K Buy
+1,127
New +$20.6K ﹤0.01% 2774
2015
Q2 		– Sell
-6,807
Closed -$130K – 3273
2015
Q1 		$130K Hold
6,807
– – ﹤0.01% 1431
2014
Q4 		$112K Buy
6,807
+2,350
+53% +$40.3K ﹤0.01% 1497
2014
Q3 		$79K Sell
4,457
-142
-3% -$2.79K ﹤0.01% 1634
2014
Q2 		$95K Buy
4,599
+100
+2% +$2.06K ﹤0.01% 1468
2014
Q1 		$98K Buy
4,499
+300
+7% +$6.88K ﹤0.01% 1413
2013
Q4 		$111K Sell
4,199
-1,546
-27% -$38K ﹤0.01% 1144
2013
Q3 		$136K Buy
5,745
+3,330
+138% +$77.8K ﹤0.01% 937
2013
Q2 		$52K Buy
+2,415
New +$52.1K ﹤0.01% 1366

Other funds holding VIVO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's VIVO Position: Q2 2021 in Review

Creative Planning sold out of Meridian Bioscience Inc (VIVO) in Q2 2021, closing a stake of 64,044 shares — an estimated $1.68M sold.

Creative Planning first reported a position in VIVO in Q2 2013 and held it in 19 quarters. The position peaked at $1.68M in Q1 2021. 189 funds tracked by Wall St. Rank hold VIVO as of Q2 2021.

  • Creative Planning reported no remaining Meridian Bioscience Inc position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 64,044 Meridian Bioscience Inc shares in Q2 2021, an estimated $1.68M.
  • Creative Planning first reported a position in Meridian Bioscience Inc in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Meridian Bioscience Inc position peaked at $1.68M in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.