New Wave Wealth Advisors’s BioVie BIVI Stock Holding History

New Wave Wealth Advisors’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80	Closed	-$1.6K	–	195
2024 Q4	$1.6K	Buy	+80	New	+$1.93K	﹤0.01%	580

Other funds holding BIVI

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Wave Wealth Advisors's BIVI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of BioVie (BIVI) in Q1 2025, closing a stake of 80 shares — an estimated $1.6K sold.

New Wave Wealth Advisors first reported a position in BIVI in Q4 2024 and held it in 1 quarter. The position peaked at $1.6K in Q4 2024. 37 funds tracked by Wall St. Rank hold BIVI as of Q1 2025.

New Wave Wealth Advisors reported no remaining BioVie position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 80 BioVie shares in Q1 2025, an estimated $1.6K.
New Wave Wealth Advisors first reported a position in BioVie in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's BioVie position peaked at $1.6K in Q4 2024.
37 funds tracked by Wall St. Rank held BioVie as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.