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

Exencial Wealth Advisors’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
2025
Q1 		– Sell
-12,533
Closed -$4.12M – 497
2024
Q4 		$4.12M Buy
+12,533
New +$4.25M 0.15% 146

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exencial Wealth Advisors's BIO Position: Q1 2025 in Review

Exencial Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2025, closing a stake of 12,533 shares — an estimated $4.12M sold.

Exencial Wealth Advisors first reported a position in BIO in Q4 2024 and held it in 1 quarter. The position peaked at $4.12M in Q4 2024. 436 funds tracked by Wall St. Rank hold BIO as of Q1 2025.

  • Exencial Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q1 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 12,533 Bio-Rad Laboratories Class A shares in Q1 2025, an estimated $4.12M.
  • Exencial Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and held it in 1 quarter.
  • Exencial Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $4.12M in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2025.

Based on Exencial Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.