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Financial Gravity Asset Management’s Pacific Biosciences PACB Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-13
Closed -$48 – 1685
2024
Q1 		$48 Buy
13
+8
+160% +$47 ﹤0.01% 1052
2023
Q4 		$46 Buy
+5
New +$41 ﹤0.01% 1149
2021
Q3 		$26K Hold
1
– – 0.01% 742
2021
Q2 		$35K Buy
+1
New +$29 0.01% 674

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's PACB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pacific Biosciences (PACB) in Q2 2024, closing a stake of 13 shares — an estimated $48 sold.

Financial Gravity Asset Management first reported a position in PACB in Q2 2021 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 229 funds tracked by Wall St. Rank hold PACB as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Pacific Biosciences position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Pacific Biosciences shares in Q2 2024, an estimated $48.
  • Financial Gravity Asset Management first reported a position in Pacific Biosciences in Q2 2021 and held it in 4 quarters.
  • Financial Gravity Asset Management's Pacific Biosciences position peaked at $35K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.