Toth Financial Advisory’s Revvity RVTY Stock Holding History

Toth Financial Advisory’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
2023 Q2	–	Sell	-30	Closed	-$4K	–	881
2023 Q1	$4K	Hold	30	–	–	﹤0.01%	572
2022 Q4	$4.21K	Hold	30	–	–	﹤0.01%	521
2022 Q3	$4K	Buy	+30	New	+$4.23K	﹤0.01%	580
2021 Q1	–	Sell	-3,000	Closed	-$431K	–	714
2020 Q4	$431K	Sell	3,000 -135	-4%	-$18K	0.07%	147
2020 Q3	$393K	Buy	+3,135	New	+$360K	0.08%	142
2017 Q1	–	Sell	-9,900	Closed	-$516K	–	131
2016 Q4	$516K	Hold	9,900	–	–	0.15%	110
2016 Q3	$555K	Sell	9,900 -200	-2%	-$10.9K	0.16%	104
2016 Q2	$529K	Buy	10,100 +200	+2%	+$10.5K	0.16%	100
2016 Q1	$490K	Buy	9,900 +2,500	+34%	+$119K	0.16%	95
2015 Q4	$396K	Hold	7,400	–	–	0.13%	98
2015 Q3	$340K	Hold	7,400	–	–	0.12%	99
2015 Q2	$390K	Sell	7,400 -6,725	-48%	-$351K	0.13%	107
2015 Q1	$722K	Buy	14,125 +225	+2%	+$10.4K	0.24%	77
2014 Q4	$608K	Hold	13,900	–	–	0.21%	86
2014 Q3	$606K	Hold	13,900	–	–	0.23%	80
2014 Q2	$651K	Sell	13,900 -455	-3%	-$20.4K	0.25%	75
2014 Q1	$647K	Hold	14,355	–	–	0.26%	75
2013 Q4	$592K	Hold	14,355	–	–	0.25%	73
2013 Q3	$542K	Hold	14,355	–	–	0.25%	73
2013 Q2	$467K	Buy	+14,355	New	+$470K	0.23%	77

Other funds holding RVTY

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Toth Financial Advisory's RVTY Position: Q2 2023 in Review

Toth Financial Advisory sold out of Revvity (RVTY) in Q2 2023, closing a stake of 30 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in RVTY in Q2 2013 and held it in 20 quarters. The position peaked at $722K in Q1 2015. 529 funds tracked by Wall St. Rank hold RVTY as of Q2 2023.

Toth Financial Advisory reported no remaining Revvity position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 30 Revvity shares in Q2 2023, an estimated $4K.
Toth Financial Advisory first reported a position in Revvity in Q2 2013 and held it in 20 quarters.
Toth Financial Advisory's Revvity position peaked at $722K in Q1 2015.
529 funds tracked by Wall St. Rank held Revvity as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.