WAM
BIVV

Wealthspire Advisors (Maryland)’s Bioverativ Inc. Common Stock BIVV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BIVV Stock Details BIVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-562
Closed -$30K – 2736
2017
Q4 		$30K Buy
562
+253
+82% +$13.8K ﹤0.01% 1199
2017
Q3 		$18K Buy
309
+28
+10% +$1.64K ﹤0.01% 1343
2017
Q2 		$17K Sell
281
-46
-14% -$2.62K ﹤0.01% 1337
2017
Q1 		$18K Buy
+327
New +$16.1K ﹤0.01% 1133

Other funds holding BIVV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIVV Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Bioverativ Inc. Common Stock (BIVV) in Q1 2018, closing a stake of 562 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in BIVV in Q1 2017 and held it in 4 quarters. The position peaked at $30K in Q4 2017. 2 funds tracked by Wall St. Rank hold BIVV as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Bioverativ Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 562 Bioverativ Inc. Common Stock shares in Q1 2018, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in Bioverativ Inc. Common Stock in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Bioverativ Inc. Common Stock position peaked at $30K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Bioverativ Inc. Common Stock as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.