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Carolinas Wealth Consulting’s Bio-Rad Laboratories Class A BIO Stock Holding History

Carolinas Wealth Consulting’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
2024
Q4 		– Sell
-1
Closed -$335 – 1063
2024
Q3 		$335 Buy
+1
New +$318 ﹤0.01% 1030
2024
Q2 		– Sell
-1
Closed -$346 – 1048
2024
Q1 		$346 Hold
1
– – ﹤0.01% 1005
2023
Q4 		$323 Hold
1
– – ﹤0.01% 964
2023
Q3 		$275 Buy
+1
New +$386 ﹤0.01% 985

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Carolinas Wealth Consulting's BIO Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2024, closing a stake of 1 share — an estimated $335 sold.

Carolinas Wealth Consulting first reported a position in BIO in Q3 2023 and held it in 4 quarters. The position peaked at $346 in Q1 2024. 457 funds tracked by Wall St. Rank hold BIO as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Bio-Rad Laboratories Class A position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Bio-Rad Laboratories Class A share in Q4 2024, an estimated $335.
  • Carolinas Wealth Consulting first reported a position in Bio-Rad Laboratories Class A in Q3 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Bio-Rad Laboratories Class A position peaked at $346 in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.