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BRWA
B. Riley Wealth Advisors’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
BIO Stock Details
BIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-807
Closed
-$306K
–
1494
2023
Q2
$306K
Buy
+807
New
+$328K
0.01%
1111
2022
Q1
–
Sell
-608
Closed
-$460K
–
1395
2021
Q4
$460K
Buy
608
+29
+5%
+$21.7K
0.01%
858
2021
Q3
$432K
Buy
579
+255
+79%
+$191K
0.01%
847
2021
Q2
$209K
Buy
+324
New
+$197K
0.01%
1198
2021
Q1
–
Sell
-921
Closed
-$538K
–
1355
2020
Q4
$538K
Buy
921
+44
+5%
+$25.1K
0.03%
520
2020
Q3
$453K
Buy
877
+63
+8%
+$31.9K
0.02%
568
2020
Q2
$368K
Buy
814
+47
+6%
+$20.7K
0.02%
557
2020
Q1
$270K
Buy
767
+9
+1%
+$3.31K
0.02%
574
2019
Q4
$282K
Buy
+758
New
+$267K
0.02%
622
2015
Q1
–
Sell
-86
Closed
-$10
–
720
2014
Q4
$10
Buy
+86
New
+$9.9K
﹤0.01%
2856
2014
Q3
–
Sell
-76
Closed
-$9.1K
–
774
2014
Q2
$9.1K
Buy
+76
New
+$9.28K
﹤0.01%
1824
Other funds holding BIO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VAM
Veritas Asset Management
London, United Kingdom
$5.9B AUM
3.19%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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