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National Wealth Management Group’s Revvity RVTY Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-2,614
Closed -$304K – 167
2023
Q1 		$304K Buy
+2,614
New +$344K 0.35% 92

Other funds holding RVTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Wealth Management Group's RVTY Position: Q2 2023 in Review

National Wealth Management Group sold out of Revvity (RVTY) in Q2 2023, closing a stake of 2,614 shares — an estimated $304K sold.

National Wealth Management Group first reported a position in RVTY in Q1 2023 and held it in 1 quarter. The position peaked at $304K in Q1 2023. 529 funds tracked by Wall St. Rank hold RVTY as of Q2 2023.

  • National Wealth Management Group reported no remaining Revvity position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 2,614 Revvity shares in Q2 2023, an estimated $304K.
  • National Wealth Management Group first reported a position in Revvity in Q1 2023 and held it in 1 quarter.
  • National Wealth Management Group's Revvity position peaked at $304K in Q1 2023.
  • 529 funds tracked by Wall St. Rank held Revvity as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.