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Foundations Investment Advisors’s Pacific Biosciences PACB Stock Holding History

Foundations Investment Advisors’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
2022
Q3 		– Sell
-10,441
Closed -$54K – 428
2022
Q2 		$54K Hold
10,441
– – ﹤0.01% 389
2022
Q1 		$79K Sell
10,441
-247
-2% -$2.84K ﹤0.01% 343
2021
Q4 		$154K Buy
+10,688
New +$258K 0.01% 338

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foundations Investment Advisors's PACB Position: Q3 2022 in Review

Foundations Investment Advisors sold out of Pacific Biosciences (PACB) in Q3 2022, closing a stake of 10,441 shares — an estimated $54K sold.

Foundations Investment Advisors first reported a position in PACB in Q4 2021 and held it in 3 quarters. The position peaked at $154K in Q4 2021. 227 funds tracked by Wall St. Rank hold PACB as of Q3 2022.

  • Foundations Investment Advisors reported no remaining Pacific Biosciences position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,441 Pacific Biosciences shares in Q3 2022, an estimated $54K.
  • Foundations Investment Advisors first reported a position in Pacific Biosciences in Q4 2021 and held it in 3 quarters.
  • Foundations Investment Advisors's Pacific Biosciences position peaked at $154K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.