SWM
CDMO

Selective Wealth Management’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History

Selective Wealth Management’s Portfolio CDMO Stock Details CDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-25
Closed -$1K – 805
2021
Q4 		$1K Buy
+25
New +$715 ﹤0.01% 647

Other funds holding CDMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Selective Wealth Management's CDMO Position: Q1 2022 in Review

Selective Wealth Management sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in CDMO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 193 funds tracked by Wall St. Rank hold CDMO as of Q1 2022.

  • Selective Wealth Management reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 25 Avid Bioservices, Inc. Common Stock shares in Q1 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Avid Bioservices, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's Avid Bioservices, Inc. Common Stock position peaked at $1K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.