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GWS
Glassman Wealth Services’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Glassman Wealth Services’s Portfolio
BIO Stock Details
BIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-50
Closed
-$16.1K
–
406
2023
Q4
$16.1K
Buy
50
+28
+127%
+$8.78K
﹤0.01%
744
2023
Q3
$7.89K
Sell
22
-16
-42%
-$6.17K
﹤0.01%
922
2023
Q2
$14.4K
Buy
38
+14
+58%
+$5.7K
﹤0.01%
709
2023
Q1
$11.5K
Buy
24
+6
+33%
+$2.81K
﹤0.01%
781
2022
Q4
$7.57K
Buy
18
+1
+6%
+$404
﹤0.01%
904
2022
Q3
$7K
Buy
17
+6
+55%
+$2.99K
﹤0.01%
894
2022
Q2
$5K
Sell
11
-3
-21%
-$1.56K
﹤0.01%
984
2022
Q1
$8K
Buy
14
+3
+27%
+$1.81K
﹤0.01%
884
2021
Q4
$8K
Buy
11
+9
+450%
+$6.74K
﹤0.01%
853
2021
Q3
$1K
Hold
2
–
–
﹤0.01%
1285
2021
Q2
$1K
Buy
2
+1
+100%
+$609
﹤0.01%
1237
2021
Q1
$1K
Buy
+1
New
+$592
﹤0.01%
1198
2020
Q1
–
Sell
-10
Closed
-$4K
–
1148
2019
Q4
$4K
Hold
10
–
–
﹤0.01%
604
2019
Q3
$3K
Sell
10
-2
-17%
-$652
﹤0.01%
601
2019
Q2
$4K
Sell
12
-2
-14%
-$599
﹤0.01%
571
2019
Q1
$4K
Sell
14
-2
-13%
-$540
﹤0.01%
567
2018
Q4
$4K
Sell
16
-2
-11%
-$537
﹤0.01%
447
2018
Q3
$6K
Sell
18
-3
-14%
-$931
﹤0.01%
449
2018
Q2
$6K
Sell
21
-3
-13%
-$828
﹤0.01%
416
2018
Q1
$6K
Buy
+24
New
+$6.11K
﹤0.01%
395
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
VAM
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London, United Kingdom
$5.9B AUM
3.19%
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
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Ninety One (UK)
London, United Kingdom
$43.1B AUM
23.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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