LPWM
VIVO

Lake Point Wealth Management’s Meridian Bioscience Inc VIVO Stock Holding History

Lake Point Wealth Management’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-478
Closed -$12K – 533
2022
Q1 		$12K Hold
478
– – 0.01% 150
2021
Q4 		$10K Hold
478
– – ﹤0.01% 177
2021
Q3 		$9K Hold
478
– – ﹤0.01% 178
2021
Q2 		$11K Buy
+478
New +$10.1K 0.01% 168

Other funds holding VIVO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Lake Point Wealth Management's VIVO Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Meridian Bioscience Inc (VIVO) in Q2 2022, closing a stake of 478 shares — an estimated $12K sold.

Lake Point Wealth Management first reported a position in VIVO in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 216 funds tracked by Wall St. Rank hold VIVO as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Meridian Bioscience Inc position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 478 Meridian Bioscience Inc shares in Q2 2022, an estimated $12K.
  • Lake Point Wealth Management first reported a position in Meridian Bioscience Inc in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Meridian Bioscience Inc position peaked at $12K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.