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Atria Wealth Solutions’s Bio-Rad Laboratories Class A BIO Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-427
Closed -$205K – 1876
2023
Q1 		$205K Buy
+427
New +$200K ﹤0.01% 1666
2022
Q3 		– Sell
-849
Closed -$420K – 1758
2022
Q2 		$420K Buy
+849
New +$442K 0.01% 1060

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Atria Wealth Solutions's BIO Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 427 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in BIO in Q2 2022 and held it in 2 quarters. The position peaked at $420K in Q2 2022. 469 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 427 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $205K.
  • Atria Wealth Solutions first reported a position in Bio-Rad Laboratories Class A in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Bio-Rad Laboratories Class A position peaked at $420K in Q2 2022.
  • 469 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.