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Bell Investment Advisors’s Pacific Biosciences PACB Stock Holding History

Bell Investment Advisors’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
2024
Q2 		– Sell
-77
Closed -$289 – 1962
2024
Q1 		$289 Hold
77
– – ﹤0.01% 1890
2023
Q4 		$756 Hold
77
– – ﹤0.01% 1668
2023
Q3 		$643 Sell
77
-86
-53% -$983 ﹤0.01% 1692
2023
Q2 		$2.17K Hold
163
– – ﹤0.01% 1253
2023
Q1 		$1.89K Sell
163
-57
-26% -$567 ﹤0.01% 1302
2022
Q4 		$1.8K Buy
220
+134
+156% +$1.16K ﹤0.01% 1348
2022
Q3 		$0 Buy
+86
New +$493 ﹤0.01% 1889
2021
Q4 		$0 Buy
+24
New +$579 ﹤0.01% 1903

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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's PACB Position: Q2 2024 in Review

Bell Investment Advisors sold out of Pacific Biosciences (PACB) in Q2 2024, closing a stake of 77 shares — an estimated $289 sold.

Bell Investment Advisors first reported a position in PACB in Q4 2021 and held it in 8 quarters. The position peaked at $2.17K in Q2 2023. 228 funds tracked by Wall St. Rank hold PACB as of Q2 2024.

  • Bell Investment Advisors reported no remaining Pacific Biosciences position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 77 Pacific Biosciences shares in Q2 2024, an estimated $289.
  • Bell Investment Advisors first reported a position in Pacific Biosciences in Q4 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Pacific Biosciences position peaked at $2.17K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.