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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Pacific Biosciences PACB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-180
Closed -$2.08K – 307
2023
Q1 		$2.08K Hold
180
– – ﹤0.01% 278
2022
Q4 		$1.47K Buy
+180
New +$1.55K ﹤0.01% 246

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $1.03B AUM 20.53% 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 $7.07B AUM 50.91% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PACB Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Pacific Biosciences (PACB) in Q2 2023, closing a stake of 180 shares — an estimated $2.08K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PACB in Q4 2022 and held it in 2 quarters. The position peaked at $2.08K in Q1 2023. 272 funds tracked by Wall St. Rank hold PACB as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Pacific Biosciences position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 180 Pacific Biosciences shares in Q2 2023, an estimated $2.08K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Pacific Biosciences in Q4 2022 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Pacific Biosciences position peaked at $2.08K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.