SFS
VIVO

Sowell Financial Services’s Meridian Bioscience Inc VIVO Stock Holding History

Sowell Financial Services’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,593
Closed -$31K – 3032
2021
Q1 		$31K Buy
1,593
+477
+43% +$11.3K ﹤0.01% 1860
2020
Q4 		$21K Buy
+1,116
New +$20.8K ﹤0.01% 1731

Other funds holding VIVO

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Vanguard Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sowell Financial Services sold out of Meridian Bioscience Inc (VIVO) in Q2 2021, closing a stake of 1,593 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in VIVO in Q4 2020 and held it in 2 quarters. The position peaked at $31K in Q1 2021. 189 funds tracked by Wall St. Rank hold VIVO as of Q2 2021.

  • Sowell Financial Services reported no remaining Meridian Bioscience Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,593 Meridian Bioscience Inc shares in Q2 2021, an estimated $31K.
  • Sowell Financial Services first reported a position in Meridian Bioscience Inc in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Meridian Bioscience Inc position peaked at $31K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q2 2021.

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