PWPS
VIVO

Pinnacle Wealth Planning Services’s Meridian Bioscience Inc VIVO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-62
Closed -$1K – 2155
2020
Q4 		$1K Buy
+62
New +$1.16K ﹤0.01% 2220

Other funds holding VIVO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Pinnacle Wealth Planning Services's VIVO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Meridian Bioscience Inc (VIVO) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in VIVO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 215 funds tracked by Wall St. Rank hold VIVO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Meridian Bioscience Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 62 Meridian Bioscience Inc shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Meridian Bioscience Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Meridian Bioscience Inc position peaked at $1K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.