Wealthspire Advisors (Maryland)’s Meridian Bioscience Inc VIVO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VIVO Stock Details VIVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-553	Closed	-$10K	–	2256
2019 Q1	$10K	Buy	553 +28	+5%	+$466	﹤0.01%	1554
2018 Q4	$9K	Buy	525 +288	+122%	+$4.91K	﹤0.01%	1520
2018 Q3	$4K	Hold	237	–	–	﹤0.01%	1959
2018 Q2	$4K	Hold	237	–	–	﹤0.01%	1935
2018 Q1	$3K	Hold	237	–	–	﹤0.01%	2085
2017 Q4	$3K	Sell	237 -15	-6%	-$220	﹤0.01%	2042
2017 Q3	$4K	Buy	252 +7	+3%	+$100	﹤0.01%	1879
2017 Q2	$4K	Buy	+245	New	+$3.53K	﹤0.01%	1857
2016 Q4	–	Sell	-9	Closed	–	–	1872
2016 Q3	$0	Hold	9	–	–	﹤0.01%	1826
2016 Q2	$0	Hold	9	–	–	﹤0.01%	1837
2016 Q1	$0	Sell	9 -3	-25%	-$59	﹤0.01%	1877
2015 Q4	$0	Buy	+12	New	+$230	﹤0.01%	1789

Other funds holding VIVO

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VIVO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Meridian Bioscience Inc (VIVO) in Q2 2019, closing a stake of 553 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in VIVO in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q1 2019. 173 funds tracked by Wall St. Rank hold VIVO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Meridian Bioscience Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 553 Meridian Bioscience Inc shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in Meridian Bioscience Inc in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Meridian Bioscience Inc position peaked at $10K in Q1 2019.
173 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.