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Avantax Planning Partners’s Bio-Rad Laboratories Class A BIO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-16
Closed -$5K – 382
2018
Q3 		$5K Buy
+16
New +$4.97K ﹤0.01% 1075

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ACM
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American Century Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avantax Planning Partners's BIO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2018, closing a stake of 16 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in BIO in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 328 funds tracked by Wall St. Rank hold BIO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bio-Rad Laboratories Class A position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 16 Bio-Rad Laboratories Class A shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Bio-Rad Laboratories Class A in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Bio-Rad Laboratories Class A position peaked at $5K in Q3 2018.
  • 328 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.