Focused Wealth Management’s Revvity RVTY Stock Holding History

Focused Wealth Management’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
2023 Q2	–	Sell	-170	Closed	-$22.7K	–	1116
2023 Q1	$22.7K	Buy	+170	New	+$22.4K	﹤0.01%	431
2016 Q4	–	Sell	-100	Closed	-$6K	–	731
2016 Q3	$6K	Sell	100 -100	-50%	-$5.46K	﹤0.01%	509
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	440
2016 Q1	$10K	Hold	200	–	–	0.01%	400
2015 Q4	$11K	Hold	200	–	–	0.01%	396
2015 Q3	$9K	Hold	200	–	–	0.01%	419
2015 Q2	$11K	Hold	200	–	–	0.01%	396
2015 Q1	$10K	Hold	200	–	–	0.01%	433
2014 Q4	$9K	Hold	200	–	–	0.01%	442
2014 Q3	$9K	Hold	200	–	–	0.01%	444
2014 Q2	$9K	Hold	200	–	–	0.01%	440
2014 Q1	$9K	Hold	200	–	–	0.01%	416
2013 Q4	$8K	Buy	+200	New	+$7.65K	0.01%	427

Other funds holding RVTY

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Geode Capital Management

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

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

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