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United Capital Management of KS’s BioVie BIVI Stock Holding History

United Capital Management of KS’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
Q4 		– Sell
-1,000
Closed -$12K – 90
2024
Q3 		$12K Buy
+1,000
New +$31.9K ﹤0.01% 82

Other funds holding BIVI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's BIVI Position: Q4 2024 in Review

United Capital Management of KS sold out of BioVie (BIVI) in Q4 2024, closing a stake of 1,000 shares — an estimated $12K sold.

United Capital Management of KS first reported a position in BIVI in Q3 2024 and held it in 1 quarter. The position peaked at $12K in Q3 2024. 41 funds tracked by Wall St. Rank hold BIVI as of Q4 2024.

  • United Capital Management of KS reported no remaining BioVie position as of Q4 2024 after selling out during the quarter.
  • United Capital Management of KS sold 1,000 BioVie shares in Q4 2024, an estimated $12K.
  • United Capital Management of KS first reported a position in BioVie in Q3 2024 and held it in 1 quarter.
  • United Capital Management of KS's BioVie position peaked at $12K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held BioVie as of Q4 2024.

Based on United Capital Management of KS's 13F filing for Q4 2024, filed 10 Feb 2025.