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IFP Advisors’s BioVie BIVI Stock Holding History

IFP Advisors’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
2025
Q1 		– Sell
-200
Closed -$4K – 4345
2024
Q4 		$4K Buy
+200
New +$4.82K ﹤0.01% 2879

Other funds holding BIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's BIVI Position: Q1 2025 in Review

IFP Advisors sold out of BioVie (BIVI) in Q1 2025, closing a stake of 200 shares — an estimated $4K sold.

IFP Advisors first reported a position in BIVI in Q4 2024 and held it in 1 quarter. The position peaked at $4K in Q4 2024. 37 funds tracked by Wall St. Rank hold BIVI as of Q1 2025.

  • IFP Advisors reported no remaining BioVie position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 200 BioVie shares in Q1 2025, an estimated $4K.
  • IFP Advisors first reported a position in BioVie in Q4 2024 and held it in 1 quarter.
  • IFP Advisors's BioVie position peaked at $4K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held BioVie as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.