Values First Advisors’s Roivant Sciences ROIV Stock Holding History

Values First Advisors’s Portfolio ROIV Stock Details ROIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,581	Closed	-$48.6K	–	302
2023 Q1	$48.6K	Sell	6,581 -5,581	-46%	-$46K	0.03%	193
2022 Q4	$97.2K	Buy	12,162 +717	+6%	+$3.99K	0.07%	144
2022 Q3	$37K	Sell	11,445 -2,755	-19%	-$10.7K	0.03%	150
2022 Q2	$58K	Buy	+14,200	New	+$56.4K	0.04%	148

Other funds holding ROIV

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PSC

Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Values First Advisors's ROIV Position: Q2 2023 in Review

Values First Advisors sold out of Roivant Sciences (ROIV) in Q2 2023, closing a stake of 6,581 shares — an estimated $48.6K sold.

Values First Advisors first reported a position in ROIV in Q2 2022 and held it in 4 quarters. The position peaked at $97.2K in Q4 2022. 181 funds tracked by Wall St. Rank hold ROIV as of Q2 2023.

Values First Advisors reported no remaining Roivant Sciences position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 6,581 Roivant Sciences shares in Q2 2023, an estimated $48.6K.
Values First Advisors first reported a position in Roivant Sciences in Q2 2022 and held it in 4 quarters.
Values First Advisors's Roivant Sciences position peaked at $97.2K in Q4 2022.
181 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.