Mount Yale Investment Advisors’s Revvity RVTY Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-178	Closed	-$17.2K	–	1420
2025 Q2	$17.2K	Buy	+178	New	+$16.8K	﹤0.01%	1068
2022 Q3	–	Sell	-4,232	Closed	-$602K	–	472
2022 Q2	$602K	Sell	4,232 -2,573	-38%	-$386K	0.08%	253
2022 Q1	$1.19M	Sell	6,805 -2,045	-23%	-$363K	0.13%	174
2021 Q4	$1.78M	Sell	8,850 -110	-1%	-$19.9K	0.18%	124
2021 Q3	$1.55M	Sell	8,960 -1,106	-11%	-$195K	0.18%	133
2021 Q2	$1.55M	Sell	10,066 -458	-4%	-$64.4K	0.19%	120
2021 Q1	$1.35M	Sell	10,524 -1,848	-15%	-$256K	0.18%	121
2020 Q4	$1.77M	Sell	12,372 -236	-2%	-$31.4K	0.25%	93
2020 Q3	$1.58M	Sell	12,608 -903	-7%	-$104K	0.23%	99
2020 Q2	$1.32M	Buy	13,511 +6	+0%	+$549	0.24%	101
2020 Q1	$1.02M	Buy	13,505 +616	+5%	+$54.7K	0.23%	110
2019 Q4	$1.19M	Buy	+12,889	New	+$1.15M	0.21%	111

Other funds holding RVTY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return