Glassman Wealth Services’s Maravai LifeSciences MRVI Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-22	Closed	-$144	–	1186
2023 Q4	$144	Buy	+22	New	+$142	﹤0.01%	1928
2023 Q1	–	Sell	-46	Closed	-$658	–	1952
2022 Q4	$658	Buy	+46	New	+$724	﹤0.01%	1552
2022 Q1	–	Sell	-32	Closed	-$1K	–	1830
2021 Q4	$1K	Sell	32 -126	-80%	-$5.1K	﹤0.01%	1430
2021 Q3	$8K	Buy	158 +39	+33%	+$1.9K	﹤0.01%	827
2021 Q2	$5K	Buy	+119	New	+$4.61K	﹤0.01%	925

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Glassman Wealth Services's MRVI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Maravai LifeSciences (MRVI) in Q1 2024, closing a stake of 22 shares — an estimated $144 sold.

Glassman Wealth Services first reported a position in MRVI in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 210 funds tracked by Wall St. Rank hold MRVI as of Q1 2024.

Glassman Wealth Services reported no remaining Maravai LifeSciences position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 22 Maravai LifeSciences shares in Q1 2024, an estimated $144.
Glassman Wealth Services first reported a position in Maravai LifeSciences in Q2 2021 and held it in 5 quarters.
Glassman Wealth Services's Maravai LifeSciences position peaked at $8K in Q3 2021.
210 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.