First Trust Direct Indexing’s Bio-Rad Laboratories Class A BIO Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-829	Closed	-$277K	–	106
2024 Q3	$277K	Buy	+829	New	+$263K	0.01%	774
2023 Q2	–	Sell	-490	Closed	-$235K	–	712
2023 Q1	$235K	Buy	+490	New	+$229K	0.03%	613
2022 Q1	–	Sell	-296	Closed	-$224K	–	675
2021 Q4	$224K	Buy	296 +18	+6%	+$13.5K	0.03%	577
2021 Q3	$207K	Buy	+278	New	+$208K	0.03%	581

Other funds holding BIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

First Trust Direct Indexing's BIO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2024, closing a stake of 829 shares — an estimated $277K sold.

First Trust Direct Indexing first reported a position in BIO in Q3 2021 and held it in 4 quarters. The position peaked at $277K in Q3 2024. 456 funds tracked by Wall St. Rank hold BIO as of Q4 2024.

First Trust Direct Indexing reported no remaining Bio-Rad Laboratories Class A position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 829 Bio-Rad Laboratories Class A shares in Q4 2024, an estimated $277K.
First Trust Direct Indexing first reported a position in Bio-Rad Laboratories Class A in Q3 2021 and held it in 4 quarters.
First Trust Direct Indexing's Bio-Rad Laboratories Class A position peaked at $277K in Q3 2024.
456 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.