Drive Wealth Management’s BioVie BIVI Stock Holding History

Drive 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
2025 Q3	–	Sell	-1,000	Closed	-$9.25K	–	366
2025 Q2	$9.25K	Sell	1,000 -500	-33%	-$4.94K	﹤0.01%	345
2025 Q1	$14.7K	Sell	1,500 -4,500	-75%	-$71.9K	﹤0.01%	324
2024 Q4	$120K	Buy	+6,000	New	+$145K	0.03%	327

Other funds holding BIVI

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Drive Wealth Management's BIVI Position: Q3 2025 in Review

Drive Wealth Management sold out of BioVie (BIVI) in Q3 2025, closing a stake of 1,000 shares — an estimated $9.25K sold.

Drive Wealth Management first reported a position in BIVI in Q4 2024 and held it in 3 quarters. The position peaked at $120K in Q4 2024. 32 funds tracked by Wall St. Rank hold BIVI as of Q3 2025.

Drive Wealth Management reported no remaining BioVie position as of Q3 2025 after selling out during the quarter.
Drive Wealth Management sold 1,000 BioVie shares in Q3 2025, an estimated $9.25K.
Drive Wealth Management first reported a position in BioVie in Q4 2024 and held it in 3 quarters.
Drive Wealth Management's BioVie position peaked at $120K in Q4 2024.
32 funds tracked by Wall St. Rank held BioVie as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.