Sowell Financial Services’s BioVie BIVI Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-20	Closed	-$26K	–	782
2021 Q1	$26K	Buy	+20	New	+$57K	﹤0.01%	1934

Other funds holding BIVI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

swisspartners Vaduz, Liechtenstein $78.4M AUM 9.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Sowell Financial Services's BIVI Position: Q2 2021 in Review

Sowell Financial Services sold out of BioVie (BIVI) in Q2 2021, closing a stake of 20 shares — an estimated $26K sold.

Sowell Financial Services first reported a position in BIVI in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 10 funds tracked by Wall St. Rank hold BIVI as of Q2 2021.

Sowell Financial Services reported no remaining BioVie position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 20 BioVie shares in Q2 2021, an estimated $26K.
Sowell Financial Services first reported a position in BioVie in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's BioVie position peaked at $26K in Q1 2021.
10 funds tracked by Wall St. Rank held BioVie as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.