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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
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 -$10K – 719
2014
Q4 		$10K 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Riley Wealth Advisors's BIO Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2023, closing a stake of 807 shares — an estimated $306K sold.

B. Riley Wealth Advisors first reported a position in BIO in Q2 2014 and held it in 11 quarters. The position peaked at $538K in Q4 2020. 468 funds tracked by Wall St. Rank hold BIO as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 807 Bio-Rad Laboratories Class A shares in Q3 2023, an estimated $306K.
  • B. Riley Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q2 2014 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $538K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.