Freedom Wealth Alliance’s BioVie BIVI Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-28	Closed	-$21.5K	–	110
2022 Q4	$21.5K	Buy	+28	New	+$15.1K	0.03%	192

Other funds holding BIVI

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Freedom Wealth Alliance's BIVI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of BioVie (BIVI) in Q1 2023, closing a stake of 28 shares — an estimated $21.5K sold.

Freedom Wealth Alliance first reported a position in BIVI in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 47 funds tracked by Wall St. Rank hold BIVI as of Q1 2023.

Freedom Wealth Alliance reported no remaining BioVie position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 28 BioVie shares in Q1 2023, an estimated $21.5K.
Freedom Wealth Alliance first reported a position in BioVie in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's BioVie position peaked at $21.5K in Q4 2022.
47 funds tracked by Wall St. Rank held BioVie as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.