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Integrated Wealth Concepts’s Revvity RVTY Stock Holding History

Integrated Wealth Concepts’s Portfolio RVTY Stock Details RVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,250
Closed -$251K – 1033
2021
Q4 		$251K Sell
1,250
-720
-37% -$130K 0.01% 857
2021
Q3 		$341K Buy
1,970
+605
+44% +$107K 0.01% 690
2021
Q2 		$211K Buy
+1,365
New +$192K 0.01% 762

Other funds holding RVTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Integrated Wealth Concepts's RVTY Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of Revvity (RVTY) in Q1 2022, closing a stake of 1,250 shares — an estimated $251K sold.

Integrated Wealth Concepts first reported a position in RVTY in Q2 2021 and held it in 3 quarters. The position peaked at $341K in Q3 2021. 642 funds tracked by Wall St. Rank hold RVTY as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining Revvity position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,250 Revvity shares in Q1 2022, an estimated $251K.
  • Integrated Wealth Concepts first reported a position in Revvity in Q2 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's Revvity position peaked at $341K in Q3 2021.
  • 642 funds tracked by Wall St. Rank held Revvity as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.