Avantax Planning Partners’s Biolase, Inc. BIOL Stock Holding History

Avantax Planning Partners’s Portfolio BIOL Stock Details BIOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,441	Closed	-$38.5K	–	391
2023 Q2	$38.5K	Buy	+5,441	New	+$91.1K	﹤0.01%	363
2022 Q2	–	Sell	-24	Closed	-$21K	–	374
2022 Q1	$21K	Hold	24	–	–	﹤0.01%	353
2021 Q4	$23K	Buy	+24	New	+$30.3K	﹤0.01%	350

Other funds holding BIOL

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

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

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

TRCT

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's BIOL Position: Q3 2023 in Review

Avantax Planning Partners sold out of Biolase, Inc. (BIOL) in Q3 2023, closing a stake of 5,441 shares — an estimated $38.5K sold.

Avantax Planning Partners first reported a position in BIOL in Q4 2021 and held it in 3 quarters. The position peaked at $38.5K in Q2 2023. 12 funds tracked by Wall St. Rank hold BIOL as of Q3 2023.

Avantax Planning Partners reported no remaining Biolase, Inc. position as of Q3 2023 after selling out during the quarter.
Avantax Planning Partners sold 5,441 Biolase, Inc. shares in Q3 2023, an estimated $38.5K.
Avantax Planning Partners first reported a position in Biolase, Inc. in Q4 2021 and held it in 3 quarters.
Avantax Planning Partners's Biolase, Inc. position peaked at $38.5K in Q2 2023.
12 funds tracked by Wall St. Rank held Biolase, Inc. as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.