AWM
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Avior Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-919
Closed -$302K – 908
2024
Q4 		$302K Sell
919
-80
-8% -$27.2K 0.01% 592
2024
Q3 		$334K Buy
999
+32
+3% +$10.2K 0.01% 557
2024
Q2 		$264K Buy
967
+96
+11% +$27.9K 0.01% 601
2024
Q1 		$301K Sell
871
-86
-9% -$28.3K 0.01% 584
2023
Q4 		$309K Sell
957
-280
-23% -$87.8K 0.02% 442
2023
Q3 		$443K Sell
1,237
-2
-0.2% -$772 0.03% 355
2023
Q2 		$470K Sell
1,239
-119
-9% -$48.4K 0.03% 354
2023
Q1 		$651K Buy
1,358
+17
+1% +$7.96K 0.04% 272
2022
Q4 		$564K Hold
1,341
– – 0.04% 274
2022
Q3 		$559K Buy
1,341
+22
+2% +$11K 0.05% 248
2022
Q2 		$652K Hold
1,319
– – 0.07% 213
2022
Q1 		$742K Sell
1,319
-109
-8% -$65.7K 0.06% 218
2021
Q4 		$1.08M Buy
1,428
+220
+18% +$165K 0.09% 186
2021
Q3 		$901K Sell
1,208
-231
-16% -$173K 0.07% 202
2021
Q2 		$927K Sell
1,439
-219
-13% -$133K 0.09% 191
2021
Q1 		$946K Buy
1,658
+135
+9% +$79.9K 0.1% 185
2020
Q4 		$887K Sell
1,523
-2
-0.1% -$1.14K 0.11% 168
2020
Q3 		$786K Sell
1,525
-260
-15% -$132K 0.11% 166
2020
Q2 		$805K Buy
1,785
+60
+3% +$26.5K 0.13% 154
2020
Q1 		$604K Hold
1,725
– – 0.12% 165
2019
Q4 		$638K Buy
1,725
+170
+11% +$59.9K 0.1% 199
2019
Q3 		$517K Buy
1,555
+340
+28% +$111K 0.09% 214
2019
Q2 		$380K Hold
1,215
– – 0.07% 255
2019
Q1 		$371K Buy
1,215
+400
+49% +$108K 0.08% 240
2018
Q4 		$189K Buy
815
+10
+1% +$2.68K 0.05% 323
2018
Q3 		$252K Hold
805
– – 0.05% 295
2018
Q2 		$232K Hold
805
– – 0.05% 293
2018
Q1 		$201K Sell
805
-170
-17% -$43.3K 0.05% 308
2017
Q4 		$233K Buy
+975
New +$236K 0.05% 291

Other funds holding BIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BIO Position: Q1 2025 in Review

Avior Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2025, closing a stake of 919 shares — an estimated $302K sold.

Avior Wealth Management first reported a position in BIO in Q4 2017 and held it in 29 quarters. The position peaked at $1.08M in Q4 2021. 436 funds tracked by Wall St. Rank hold BIO as of Q1 2025.

  • Avior Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 919 Bio-Rad Laboratories Class A shares in Q1 2025, an estimated $302K.
  • Avior Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2017 and held it in 29 quarters.
  • Avior Wealth Management's Bio-Rad Laboratories Class A position peaked at $1.08M in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.