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

Focused Wealth Management’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
Q1 		– Sell
-2
Closed -$646 – 290
2023
Q4 		$646 Hold
2
– – ﹤0.01% 887
2023
Q3 		$717 Hold
2
– – ﹤0.01% 881
2023
Q2 		$758 Hold
2
– – ﹤0.01% 916
2023
Q1 		$958 Hold
2
– – ﹤0.01% 874
2022
Q4 		$841 Hold
2
– – ﹤0.01% 892
2022
Q3 		$1K Hold
2
– – ﹤0.01% 814
2022
Q2 		$1K Hold
2
– – ﹤0.01% 797
2022
Q1 		$1K Buy
+2
New +$1.21K ﹤0.01% 854

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 $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Wealth Management's BIO Position: Q1 2024 in Review

Focused Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2024, closing a stake of 2 shares — an estimated $646 sold.

Focused Wealth Management first reported a position in BIO in Q1 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 467 funds tracked by Wall St. Rank hold BIO as of Q1 2024.

  • Focused Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2 Bio-Rad Laboratories Class A shares in Q1 2024, an estimated $646.
  • Focused Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Bio-Rad Laboratories Class A position peaked at $1K in Q3 2022.
  • 467 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.