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Shepherd Kaplan Krochuk’s BioVie BIVI Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-295
Closed -$11.8K – 56
2024
Q2 		$11.8K Hold
295
– – 0.01% 57
2024
Q1 		$15.6K Hold
295
– – 0.01% 55
2023
Q4 		$37.1K Hold
295
– – 0.03% 53
2023
Q3 		$100K Hold
295
– – 0.09% 51
2023
Q2 		$127K Hold
295
– – 0.1% 51
2023
Q1 		$238K Hold
295
– – 0.21% 52
2022
Q4 		$229K Buy
+295
New +$160K 0.14% 64

Other funds holding BIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZIG
Zullo Investment Group Scranton, Pennsylvania $264M AUM 26.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Shepherd Kaplan Krochuk's BIVI Position: Q3 2024 in Review

Shepherd Kaplan Krochuk sold out of BioVie (BIVI) in Q3 2024, closing a stake of 295 shares — an estimated $11.8K sold.

Shepherd Kaplan Krochuk first reported a position in BIVI in Q4 2022 and held it in 7 quarters. The position peaked at $238K in Q1 2023. 25 funds tracked by Wall St. Rank hold BIVI as of Q3 2024.

  • Shepherd Kaplan Krochuk reported no remaining BioVie position as of Q3 2024 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 295 BioVie shares in Q3 2024, an estimated $11.8K.
  • Shepherd Kaplan Krochuk first reported a position in BioVie in Q4 2022 and held it in 7 quarters.
  • Shepherd Kaplan Krochuk's BioVie position peaked at $238K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held BioVie as of Q3 2024.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2024, filed 14 Nov 2024.