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Avitas Wealth Management’s Pacific Biosciences PACB Stock Holding History

Avitas Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-84,212
Closed -$2.15M – 190
2021
Q3 		$2.15M Sell
84,212
-41,098
-33% -$1.22M 0.39% 99
2021
Q2 		$4.38M Buy
125,310
+71,099
+131% +$2.07M 0.78% 41
2021
Q1 		$1.81M Sell
54,211
-20,382
-27% -$713K 0.35% 106
2020
Q4 		$1.94M Buy
+74,593
New +$1.27M 0.39% 105

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's PACB Position: Q4 2021 in Review

Avitas Wealth Management sold out of Pacific Biosciences (PACB) in Q4 2021, closing a stake of 84,212 shares — an estimated $2.15M sold.

Avitas Wealth Management first reported a position in PACB in Q4 2020 and held it in 4 quarters. The position peaked at $4.38M in Q2 2021. 256 funds tracked by Wall St. Rank hold PACB as of Q4 2021.

  • Avitas Wealth Management reported no remaining Pacific Biosciences position as of Q4 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 84,212 Pacific Biosciences shares in Q4 2021, an estimated $2.15M.
  • Avitas Wealth Management first reported a position in Pacific Biosciences in Q4 2020 and held it in 4 quarters.
  • Avitas Wealth Management's Pacific Biosciences position peaked at $4.38M in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Pacific Biosciences as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.