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Crewe Advisors’s Pacific Biosciences PACB Stock Holding History

Crewe 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
2023
Q4 		– Sell
-14
Closed -$117 – 619
2023
Q3 		$117 Buy
14
+4
+40% +$46 ﹤0.01% 550
2023
Q2 		$133 Buy
+10
New +$122 ﹤0.01% 798

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Crewe Advisors's PACB Position: Q4 2023 in Review

Crewe Advisors sold out of Pacific Biosciences (PACB) in Q4 2023, closing a stake of 14 shares — an estimated $117 sold.

Crewe Advisors first reported a position in PACB in Q2 2023 and held it in 2 quarters. The position peaked at $133 in Q2 2023. 274 funds tracked by Wall St. Rank hold PACB as of Q4 2023.

  • Crewe Advisors reported no remaining Pacific Biosciences position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 14 Pacific Biosciences shares in Q4 2023, an estimated $117.
  • Crewe Advisors first reported a position in Pacific Biosciences in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's Pacific Biosciences position peaked at $133 in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Pacific Biosciences as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.