MYIA
AUVI

Mount Yale Investment Advisors’s Applied UV, Inc. Common Stock AUVI Stock Holding History

Mount Yale Investment Advisors’s Portfolio AUVI Stock Details AUVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$22K – 519
2023
Q1 		$22K Hold
200
– – ﹤0.01% 478
2022
Q4 		$22.6K Hold
200
– – ﹤0.01% 450
2022
Q3 		$34K Buy
+200
New +$45K ﹤0.01% 438

Other funds holding AUVI

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's AUVI Position: Q2 2023 in Review

Mount Yale Investment Advisors sold out of Applied UV, Inc. Common Stock (AUVI) in Q2 2023, closing a stake of 200 shares — an estimated $22K sold.

Mount Yale Investment Advisors first reported a position in AUVI in Q3 2022 and held it in 3 quarters. The position peaked at $34K in Q3 2022. 9 funds tracked by Wall St. Rank hold AUVI as of Q2 2023.

  • Mount Yale Investment Advisors reported no remaining Applied UV, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 200 Applied UV, Inc. Common Stock shares in Q2 2023, an estimated $22K.
  • Mount Yale Investment Advisors first reported a position in Applied UV, Inc. Common Stock in Q3 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Applied UV, Inc. Common Stock position peaked at $34K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Applied UV, Inc. Common Stock as of Q2 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.