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

Evoke Wealth’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
2022
Q4 		– Sell
-11
Closed -$5K – 452
2022
Q3 		$5K Sell
11
-3
-21% -$1.5K ﹤0.01% 869
2022
Q2 		$7K Buy
14
+7
+100% +$3.65K ﹤0.01% 823
2022
Q1 		$4K Buy
+7
New +$4.22K ﹤0.01% 937

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Evoke Wealth's BIO Position: Q4 2022 in Review

Evoke Wealth sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2022, closing a stake of 11 shares — an estimated $5K sold.

Evoke Wealth first reported a position in BIO in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 470 funds tracked by Wall St. Rank hold BIO as of Q4 2022.

  • Evoke Wealth reported no remaining Bio-Rad Laboratories Class A position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 11 Bio-Rad Laboratories Class A shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in Bio-Rad Laboratories Class A in Q1 2022 and held it in 3 quarters.
  • Evoke Wealth's Bio-Rad Laboratories Class A position peaked at $7K in Q2 2022.
  • 470 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.