PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Maravai LifeSciences MRVI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio MRVI Stock Details MRVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,696	Closed	-$137K	–	330
2023 Q3	$137K	Buy	13,696 +4,797	+54%	+$52.7K	0.1%	107
2023 Q2	$86.2K	Buy	8,899 +1,858	+26%	+$25.1K	0.06%	138
2023 Q1	$98.6K	Sell	7,041 -1,695	-19%	-$24.3K	0.08%	119
2022 Q4	$125K	Buy	+8,736	New	+$138K	0.11%	102

Other funds holding MRVI

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MRVI Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Maravai LifeSciences (MRVI) in Q4 2023, closing a stake of 13,696 shares — an estimated $137K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MRVI in Q4 2022 and held it in 4 quarters. The position peaked at $137K in Q3 2023. 223 funds tracked by Wall St. Rank hold MRVI as of Q4 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Maravai LifeSciences position as of Q4 2023 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 13,696 Maravai LifeSciences shares in Q4 2023, an estimated $137K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Maravai LifeSciences in Q4 2022 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Maravai LifeSciences position peaked at $137K in Q3 2023.
223 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.