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EPG Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

EPG Wealth Management’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
2020
Q1 		– Sell
-5
Closed -$2K – 780
2019
Q4 		$2K Buy
+5
New +$1.76K ﹤0.01% 590

Other funds holding BIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EPG Wealth Management's BIO Position: Q1 2020 in Review

EPG Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2020, closing a stake of 5 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in BIO in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 406 funds tracked by Wall St. Rank hold BIO as of Q1 2020.

  • EPG Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 5 Bio-Rad Laboratories Class A shares in Q1 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's Bio-Rad Laboratories Class A position peaked at $2K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.