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HighMark Wealth Management’s Maravai LifeSciences MRVI Stock Holding History

HighMark Wealth Management’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
2021
Q4 		– Sell
-102
Closed -$5K – 519
2021
Q3 		$5K Sell
102
-40
-28% -$1.95K ﹤0.01% 367
2021
Q2 		$6K Buy
142
+17
+14% +$659 ﹤0.01% 332
2021
Q1 		$4K Buy
+125
New +$4.14K ﹤0.01% 361

Other funds holding MRVI

GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

HighMark Wealth Management's MRVI Position: Q4 2021 in Review

HighMark Wealth Management sold out of Maravai LifeSciences (MRVI) in Q4 2021, closing a stake of 102 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in MRVI in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 229 funds tracked by Wall St. Rank hold MRVI as of Q4 2021.

  • HighMark Wealth Management reported no remaining Maravai LifeSciences position as of Q4 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 102 Maravai LifeSciences shares in Q4 2021, an estimated $5K.
  • HighMark Wealth Management first reported a position in Maravai LifeSciences in Q1 2021 and held it in 3 quarters.
  • HighMark Wealth Management's Maravai LifeSciences position peaked at $6K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q4 2021.

Based on HighMark Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.