HF
VIVO

Halpern Financial’s VivoPower PLC VIVO Stock Holding History

Halpern Financial’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$78 Hold
100
– – ﹤0.01% 225
2024
Q2 		$138 Hold
100
– – ﹤0.01% 215
2024
Q1 		$641 Hold
100
– – ﹤0.01% 200
2023
Q4 		$180 Hold
100
– – ﹤0.01% 244
2023
Q3 		$380 Hold
100
– – ﹤0.01% 202
2023
Q2 		$666 Hold
100
– – ﹤0.01% 242
2023
Q1 		$440 Hold
100
– – ﹤0.01% 173
2022
Q4 		$246 Hold
100
– – ﹤0.01% 184
2022
Q3 		$715 Hold
100
– – ﹤0.01% 187
2022
Q2 		$1.39K Hold
100
– – ﹤0.01% 274
2022
Q1 		$1.76K Hold
100
– – ﹤0.01% 203
2021
Q4 		$3.05K Hold
100
– – ﹤0.01% 217
2021
Q3 		$5.65K Hold
100
– – ﹤0.01% 207
2021
Q2 		$7.29K Hold
100
– – ﹤0.01% 163
2021
Q1 		$10.1K Hold
100
– – ﹤0.01% 143
2020
Q4 		$9.28K Buy
+100
New +$8.62K ﹤0.01% 126

Other funds holding VIVO

MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's VIVO Position: Q3 2024 in Review

Halpern Financial held its VivoPower PLC (VIVO) position steady in Q3 2024 at 100 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Halpern Financial first reported a position in VIVO in Q4 2020 and has held it in 16 quarters since. The position peaked at $10.1K in Q1 2021. 15 funds tracked by Wall St. Rank hold VIVO as of Q3 2024.

  • Halpern Financial held 100 shares of VivoPower PLC worth $78 as of Q3 2024.
  • Halpern Financial left its VivoPower PLC share count unchanged in Q3 2024.
  • VivoPower PLC made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #225 holding.
  • Halpern Financial first reported a position in VivoPower PLC in Q4 2020 and has held it in 16 quarters since.
  • Halpern Financial's VivoPower PLC position peaked at $10.1K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held VivoPower PLC as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.