Motive Wealth Advisors’s Maravai LifeSciences MRVI Stock Holding History

Motive Wealth Advisors’s Portfolio MRVI Stock Details MRVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-22,384	Closed	-$636K	–	72
2022 Q2	$636K	Sell	22,384 -77	-0.3%	-$2.44K	0.5%	39
2022 Q1	$792K	Sell	22,461 -1,496	-6%	-$50.2K	0.54%	39
2021 Q4	$1M	Buy	23,957 +8,675	+57%	+$351K	0.6%	34
2021 Q3	$750K	Buy	15,282 +7,860	+106%	+$383K	0.51%	46
2021 Q2	$310K	Buy	+7,422	New	+$288K	0.22%	65

Other funds holding MRVI

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Motive Wealth Advisors's MRVI Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Maravai LifeSciences (MRVI) in Q3 2022, closing a stake of 22,384 shares — an estimated $636K sold.

Motive Wealth Advisors first reported a position in MRVI in Q2 2021 and held it in 5 quarters. The position peaked at $1M in Q4 2021. 202 funds tracked by Wall St. Rank hold MRVI as of Q3 2022.

Motive Wealth Advisors reported no remaining Maravai LifeSciences position as of Q3 2022 after selling out during the quarter.
Motive Wealth Advisors sold 22,384 Maravai LifeSciences shares in Q3 2022, an estimated $636K.
Motive Wealth Advisors first reported a position in Maravai LifeSciences in Q2 2021 and held it in 5 quarters.
Motive Wealth Advisors's Maravai LifeSciences position peaked at $1M in Q4 2021.
202 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.