SOA Wealth Advisors’s Revvity RVTY Stock Holding History

SOA Wealth 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
2025 Q4	–	Sell	-1	Closed	-$88	–	902
2025 Q3	$88	Hold	1	–	–	﹤0.01%	858
2025 Q2	$98	Hold	1	–	–	﹤0.01%	839
2025 Q1	$107	Hold	1	–	–	﹤0.01%	848
2024 Q4	$112	Hold	1	–	–	﹤0.01%	841
2024 Q3	$129	Hold	1	–	–	﹤0.01%	801
2024 Q2	$106	Hold	1	–	–	﹤0.01%	818
2024 Q1	$106	Hold	1	–	–	﹤0.01%	869
2023 Q4	$110	Hold	1	–	–	﹤0.01%	870
2023 Q3	$111	Hold	1	–	–	﹤0.01%	899
2023 Q2	$119	Hold	1	–	–	﹤0.01%	901
2023 Q1	$134	Hold	1	–	–	﹤0.01%	925
2022 Q4	$141	Sell	1 -2	-67%	-$269	﹤0.01%	921
2022 Q3	$0	Hold	3	–	–	﹤0.01%	971
2022 Q2	$0	Sell	3 -15	-83%	-$2.25K	﹤0.01%	1003
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	765
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	744
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	761
2021 Q2	$2K	Buy	18 +2	+13%	+$281	﹤0.01%	783
2021 Q1	$2K	Buy	16 +5	+45%	+$693	﹤0.01%	726
2020 Q4	$1K	Buy	+11	New	+$1.46K	﹤0.01%	762

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return