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Arkadios Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Arkadios Wealth Advisors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,243
Closed -$430K – 863
2024
Q1 		$430K Buy
+1,243
New +$409K 0.03% 420
2021
Q3 		– Sell
-4
Closed -$2K – 1869
2021
Q2 		$2K Buy
+4
New +$2.43K ﹤0.01% 1844

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's BIO Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2024, closing a stake of 1,243 shares — an estimated $430K sold.

Arkadios Wealth Advisors first reported a position in BIO in Q2 2021 and held it in 2 quarters. The position peaked at $430K in Q1 2024. 439 funds tracked by Wall St. Rank hold BIO as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,243 Bio-Rad Laboratories Class A shares in Q2 2024, an estimated $430K.
  • Arkadios Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $430K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.