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Secured Retirement Advisors’s Revvity RVTY Stock Holding History

Secured Retirement Advisors’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
2024
Q2 		– Sell
-7,247
Closed -$761K – 117
2024
Q1 		$761K Sell
7,247
-20
-0.3% -$2.13K 0.64% 59
2023
Q4 		$794K Buy
+7,267
New +$701K 0.76% 50

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secured Retirement Advisors's RVTY Position: Q2 2024 in Review

Secured Retirement Advisors sold out of Revvity (RVTY) in Q2 2024, closing a stake of 7,247 shares — an estimated $761K sold.

Secured Retirement Advisors first reported a position in RVTY in Q4 2023 and held it in 2 quarters. The position peaked at $794K in Q4 2023. 483 funds tracked by Wall St. Rank hold RVTY as of Q2 2024.

  • Secured Retirement Advisors reported no remaining Revvity position as of Q2 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 7,247 Revvity shares in Q2 2024, an estimated $761K.
  • Secured Retirement Advisors first reported a position in Revvity in Q4 2023 and held it in 2 quarters.
  • Secured Retirement Advisors's Revvity position peaked at $794K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Revvity as of Q2 2024.

Based on Secured Retirement Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.