Next Financial Group’s Revvity RVTY Stock Holding History

Next Financial 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
2021 Q4	$503K	Buy	2,505 +1,717	+218%	+$310K	0.03%	544
2021 Q3	$137K	Sell	788 -19	-2%	-$3.35K	0.01%	989
2021 Q2	$124K	Sell	807 -77	-9%	-$10.8K	0.01%	1020
2021 Q1	$113K	Sell	884 -107	-11%	-$14.8K	0.01%	981
2020 Q4	$143K	Buy	991 +841	+561%	+$112K	0.01%	841
2020 Q3	$19K	Buy	+150	New	+$17.2K	﹤0.01%	1432
2020 Q2	–	Sell	-150	Closed	-$11K	–	1639
2020 Q1	$11K	Sell	150 -200	-57%	-$17.8K	﹤0.01%	1506
2019 Q4	$34K	Buy	350 +150	+75%	+$13.4K	﹤0.01%	1348
2019 Q3	$17K	Hold	200	–	–	﹤0.01%	1513
2019 Q2	$19K	Hold	200	–	–	﹤0.01%	1487
2019 Q1	$19K	Buy	+200	New	+$18K	﹤0.01%	977
2017 Q4	–	Sell	-250	Closed	-$18K	–	1170
2017 Q3	$18K	Sell	250 -300	-55%	-$20.1K	0.01%	1012
2017 Q2	$37K	Hold	550	–	–	0.01%	864
2017 Q1	$33K	Hold	550	–	–	0.01%	862
2016 Q4	$29K	Hold	550	–	–	0.01%	1203
2016 Q3	$31K	Hold	550	–	–	0.01%	1163
2016 Q2	$28K	Hold	550	–	–	0.01%	846
2016 Q1	$27K	Hold	550	–	–	0.01%	825
2015 Q4	$29K	Hold	550	–	–	0.01%	801
2015 Q3	$25K	Hold	550	–	–	0.01%	871
2015 Q2	$28K	Hold	550	–	–	0.01%	872
2015 Q1	$28K	Hold	550	–	–	0.01%	866
2014 Q4	$24K	Sell	550 -907	-62%	-$39.1K	0.01%	910
2014 Q3	$64K	Buy	+1,457	New	+$66.3K	0.01%	833

Other funds holding RVTY

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Next Financial Group's RVTY Position: Q4 2021 in Review

Next Financial Group increased its Revvity (RVTY) stake by 218% in Q4 2021, buying an estimated $310K and bringing the position to 2,505 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #544.

Next Financial Group first reported a position in RVTY in Q3 2014 and has held it in 24 quarters since. 649 funds tracked by Wall St. Rank hold RVTY as of Q4 2021.

Next Financial Group held 2,505 shares of Revvity worth $503K as of Q4 2021.
Next Financial Group bought 1,717 Revvity shares in Q4 2021, an estimated $310K.
Revvity made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #544 holding.
Next Financial Group first reported a position in Revvity in Q3 2014 and has held it in 24 quarters since.
649 funds tracked by Wall St. Rank held Revvity as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.