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Marks Group Wealth Management’s Revvity RVTY Stock Holding History

Marks Group Wealth Management’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
2023
Q1 		– Sell
-42,104
Closed -$5.9M – 288
2022
Q4 		$5.9M Buy
42,104
+547
+1% +$73.6K 0.81% 53
2022
Q3 		$5M Buy
41,557
+1,376
+3% +$194K 0.76% 56
2022
Q2 		$5.71M Buy
40,181
+2,014
+5% +$302K 0.82% 38
2022
Q1 		$6.66M Buy
38,167
+1,916
+5% +$340K 0.84% 37
2021
Q4 		$7.27M Sell
36,251
-2,904
-7% -$525K 0.89% 20
2021
Q3 		$6.79M Sell
39,155
-1,013
-3% -$178K 0.92% 20
2021
Q2 		$6.22M Buy
40,168
+1,600
+4% +$225K 0.85% 22
2021
Q1 		$4.95M Sell
38,568
-3,248
-8% -$450K 0.73% 63
2020
Q4 		$6M Sell
41,816
-1,027
-2% -$137K 0.94% 20
2020
Q3 		$5.38M Sell
42,843
-5,344
-11% -$614K 0.97% 13
2020
Q2 		$4.73M Sell
48,187
-604
-1% -$55.2K 0.96% 17
2020
Q1 		$3.67M Buy
48,791
+1,421
+3% +$126K 0.95% 36
2019
Q4 		$4.6M Buy
+47,370
New +$4.23M 0.9% 40

Other funds holding RVTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marks Group Wealth Management's RVTY Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Revvity (RVTY) in Q1 2023, closing a stake of 42,104 shares — an estimated $5.9M sold.

Marks Group Wealth Management first reported a position in RVTY in Q4 2019 and held it in 13 quarters. The position peaked at $7.27M in Q4 2021. 563 funds tracked by Wall St. Rank hold RVTY as of Q1 2023.

  • Marks Group Wealth Management reported no remaining Revvity position as of Q1 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 42,104 Revvity shares in Q1 2023, an estimated $5.9M.
  • Marks Group Wealth Management first reported a position in Revvity in Q4 2019 and held it in 13 quarters.
  • Marks Group Wealth Management's Revvity position peaked at $7.27M in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Revvity as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.