CarsonAllaria Wealth Management’s Standard BioTools LAB Stock Holding History

CarsonAllaria Wealth Management’s Portfolio LAB Stock Details LAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,015	Closed	-$7.83K	–	396
2023 Q1	$7.83K	Hold	4,015	–	–	0.01%	229
2022 Q4	$5K	Hold	4,015	–	–	﹤0.01%	234
2022 Q3	$4K	Buy	4,015 +1,500	+60%	+$2.27K	﹤0.01%	241
2022 Q2	$4K	Hold	2,515	–	–	﹤0.01%	245
2022 Q1	$9K	Hold	2,515	–	–	0.01%	205
2021 Q4	$10K	Buy	+2,515	New	+$11.8K	0.01%	205

Other funds holding LAB

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CarsonAllaria Wealth Management's LAB Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of Standard BioTools (LAB) in Q2 2023, closing a stake of 4,015 shares — an estimated $7.83K sold.

CarsonAllaria Wealth Management first reported a position in LAB in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 66 funds tracked by Wall St. Rank hold LAB as of Q2 2023.

CarsonAllaria Wealth Management reported no remaining Standard BioTools position as of Q2 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 4,015 Standard BioTools shares in Q2 2023, an estimated $7.83K.
CarsonAllaria Wealth Management first reported a position in Standard BioTools in Q4 2021 and held it in 6 quarters.
CarsonAllaria Wealth Management's Standard BioTools position peaked at $10K in Q4 2021.
66 funds tracked by Wall St. Rank held Standard BioTools as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.