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Provence Wealth Management Group’s BioVie BIVI Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$693 Hold
6
– – ﹤0.01% 426
2023
Q3 		$1.88K Buy
+6
New +$2.35K ﹤0.01% 403

Other funds holding BIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provence Wealth Management Group's BIVI Position: Q4 2023 in Review

Provence Wealth Management Group held its BioVie (BIVI) position steady in Q4 2023 at 6 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Provence Wealth Management Group first reported a position in BIVI in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.88K in Q3 2023. 53 funds tracked by Wall St. Rank hold BIVI as of Q4 2023.

  • Provence Wealth Management Group held 6 shares of BioVie worth $693 as of Q4 2023.
  • Provence Wealth Management Group left its BioVie share count unchanged in Q4 2023.
  • BioVie made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #426 holding.
  • Provence Wealth Management Group first reported a position in BioVie in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's BioVie position peaked at $1.88K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held BioVie as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.