Y-Intercept (HK)’s BioVie BIVI Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-373	Closed	-$14.9K	–	1324
2024 Q2	$14.9K	Buy	+373	New	+$17.9K	﹤0.01%	1319

Other funds holding BIVI

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

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

ZIG

Zullo Investment Group Scranton, Pennsylvania $264M AUM 26.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Y-Intercept (HK)'s BIVI Position: Q3 2024 in Review

Y-Intercept (HK) sold out of BioVie (BIVI) in Q3 2024, closing a stake of 373 shares — an estimated $14.9K sold.

Y-Intercept (HK) first reported a position in BIVI in Q2 2024 and held it in 1 quarter. The position peaked at $14.9K in Q2 2024. 25 funds tracked by Wall St. Rank hold BIVI as of Q3 2024.

Y-Intercept (HK) reported no remaining BioVie position as of Q3 2024 after selling out during the quarter.
Y-Intercept (HK) sold 373 BioVie shares in Q3 2024, an estimated $14.9K.
Y-Intercept (HK) first reported a position in BioVie in Q2 2024 and held it in 1 quarter.
Y-Intercept (HK)'s BioVie position peaked at $14.9K in Q2 2024.
25 funds tracked by Wall St. Rank held BioVie as of Q3 2024.

Based on Y-Intercept (HK)'s 13F filing for Q3 2024, filed 15 Nov 2024.