Simplex Trading’s BioVie BIVI Stock Holding History

Simplex Trading’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 Q2	–	Sell	-66	Closed	-$3K	–	8795
2024 Q1	$3K	Sell	66 -23	-26%	-$2.36K	﹤0.01%	8218
2023 Q4	$11K	Sell	89 -300	-77%	-$90.1K	﹤0.01%	7345
2023 Q3	$132K	Buy	389 +359	+1,197%	+$140K	﹤0.01%	4809
2023 Q2	$12K	Sell	30 -147	-83%	-$99.1K	﹤0.01%	7218
2023 Q1	$143K	Buy	+177	New	+$117K	﹤0.01%	4734

Other funds holding BIVI

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

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Simplex Trading's BIVI Position: Q3 2024 in Review

Simplex Trading sold out of BioVie (BIVI) in Q3 2024, closing a stake of 13 shares.

Simplex Trading first reported a position in BIVI in Q2 2023 and held it in 5 quarters. The position peaked at $69K in Q3 2023. 25 funds tracked by Wall St. Rank hold BIVI as of Q3 2024.

Simplex Trading reported no remaining BioVie position as of Q3 2024 after selling out during the quarter.
Simplex Trading sold 13 BioVie shares in Q3 2024.
Simplex Trading first reported a position in BioVie in Q2 2023 and held it in 5 quarters.
Simplex Trading's BioVie position peaked at $69K in Q3 2023.
25 funds tracked by Wall St. Rank held BioVie as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.