PIWA
BVS icon

Prevail Innovative Wealth Advisors’s Bioventus BVS Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-128,157
Closed -$1.53M – 169
2024
Q3 		$1.53M Buy
+128,157
New +$1.11M 0.47% 72

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BVS Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Bioventus (BVS) in Q4 2024, closing a stake of 128,157 shares — an estimated $1.53M sold.

Prevail Innovative Wealth Advisors first reported a position in BVS in Q3 2024 and held it in 1 quarter. The position peaked at $1.53M in Q3 2024. 151 funds tracked by Wall St. Rank hold BVS as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Bioventus position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 128,157 Bioventus shares in Q4 2024, an estimated $1.53M.
  • Prevail Innovative Wealth Advisors first reported a position in Bioventus in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Bioventus position peaked at $1.53M in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Bioventus as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.