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Valeo Financial Advisors’s Maravai LifeSciences MRVI Stock Holding History

Valeo Financial Advisors’s Portfolio MRVI Stock Details MRVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,092
Closed -$232K – 589
2022
Q3 		$232K Buy
+9,092
New +$228K 0.01% 407
2021
Q2 		– Sell
-100
Closed -$4K – 1301
2021
Q1 		$4K Hold
100
– – ﹤0.01% 1632
2020
Q4 		$3K Buy
+100
New +$2.79K ﹤0.01% 1472

Other funds holding MRVI

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Valeo Financial Advisors's MRVI Position: Q4 2022 in Review

Valeo Financial Advisors sold out of Maravai LifeSciences (MRVI) in Q4 2022, closing a stake of 9,092 shares — an estimated $232K sold.

Valeo Financial Advisors first reported a position in MRVI in Q4 2020 and held it in 3 quarters. The position peaked at $232K in Q3 2022. 212 funds tracked by Wall St. Rank hold MRVI as of Q4 2022.

  • Valeo Financial Advisors reported no remaining Maravai LifeSciences position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,092 Maravai LifeSciences shares in Q4 2022, an estimated $232K.
  • Valeo Financial Advisors first reported a position in Maravai LifeSciences in Q4 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Maravai LifeSciences position peaked at $232K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held Maravai LifeSciences as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.