Rockbridge Investment Management’s BioVie BIVI Stock Holding History

Rockbridge Investment Management’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
2024 Q1	–	Sell	-3	Closed	-$378	–	177
2023 Q4	$378	Buy	+3	New	+$901	﹤0.01%	627

Other funds holding BIVI

ACM

Altium Capital Management New York $42M AUM

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

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

CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

Rockbridge Investment Management's BIVI Position: Q1 2024 in Review

Rockbridge Investment Management sold out of BioVie (BIVI) in Q1 2024, closing a stake of 3 shares — an estimated $378 sold.

Rockbridge Investment Management first reported a position in BIVI in Q4 2023 and held it in 1 quarter. The position peaked at $378 in Q4 2023. 49 funds tracked by Wall St. Rank hold BIVI as of Q1 2024.

Rockbridge Investment Management reported no remaining BioVie position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 3 BioVie shares in Q1 2024, an estimated $378.
Rockbridge Investment Management first reported a position in BioVie in Q4 2023 and held it in 1 quarter.
Rockbridge Investment Management's BioVie position peaked at $378 in Q4 2023.
49 funds tracked by Wall St. Rank held BioVie as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.