HWA
VIVS icon

HHM Wealth Advisors’s VivoSim Labs VIVS Stock Holding History

HHM Wealth Advisors’s Portfolio VIVS Stock Details VIVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– -$2 – 1049
2024
Q4 		– Hold
0
– – – 1010
2024
Q3 		– Hold
0
– – – 780
2024
Q2 		– Hold
0
– – – 784
2024
Q1 		– Hold
0
– – – 740
2023
Q4 		– Hold
0
– – – 743
2023
Q3 		– Hold
0
– – – 784
2023
Q2 		– Hold
0
– – – 802
2023
Q1 		– Hold
0
– – – 814
2022
Q4 		– Hold
0
– – – 693
2022
Q3 		– Hold
0
– – – 833
2022
Q2 		– Hold
0
– – – 854
2022
Q1 		– Hold
0
– – – 762
2021
Q4 		– Hold
0
– – – 709

Other funds holding VIVS

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return