JFS Wealth Advisors’s Revvity RVTY Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$47.2K	Sell	424 -1	-0.2%	-$96	﹤0.01%	561
2026 Q1	$37.2K	Buy	425 +6	+1%	+$594	﹤0.01%	583
2025 Q4	$40.5K	Buy	419 +31	+8%	+$2.98K	﹤0.01%	582
2025 Q3	$34K	Sell	388 -1,966	-84%	-$179K	﹤0.01%	583
2025 Q2	$228K	Sell	2,354 -21	-0.9%	-$1.98K	0.01%	284
2025 Q1	$251K	Sell	2,375 -1	-0%	-$115	0.02%	279
2024 Q4	$265K	Sell	2,376 -3	-0.1%	-$353	0.02%	264
2024 Q3	$304K	Buy	2,379 +2,330	+4,755%	+$274K	0.02%	248
2024 Q2	$5.14K	Sell	49 -1	-2%	-$106	﹤0.01%	1058
2024 Q1	$5.25K	Sell	50 -6	-11%	-$638	﹤0.01%	1080
2023 Q4	$6.12K	Buy	56 +48	+600%	+$4.63K	﹤0.01%	976
2023 Q3	$886	Sell	8 -33	-80%	-$3.88K	﹤0.01%	1626
2023 Q2	$4.87K	Hold	41	–	–	﹤0.01%	1014
2023 Q1	$5.46K	Buy	41 +2	+5%	+$263	﹤0.01%	951
2022 Q4	$5.47K	Buy	39 +13	+50%	+$1.75K	﹤0.01%	959
2022 Q3	$3K	Sell	26 -40	-61%	-$5.64K	﹤0.01%	1231
2022 Q2	$9K	Buy	66 +27	+69%	+$4.05K	﹤0.01%	808
2022 Q1	$7K	Buy	39 +23	+144%	+$4.09K	﹤0.01%	932
2021 Q4	$3K	Buy	+16	New	+$2.89K	﹤0.01%	983

Other funds holding RVTY

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return