Global Wealth Management Investment Advisory’s Pacific Biosciences PACB Stock Holding History

Global Wealth Management Investment Advisory’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	-135	Closed	-$1K	–	371
2022 Q2	$1K	Hold	135	–	–	﹤0.01%	471
2022 Q1	$1K	Hold	135	–	–	﹤0.01%	465
2021 Q4	$3K	Hold	135	–	–	﹤0.01%	385
2021 Q3	$3K	Hold	135	–	–	﹤0.01%	394
2021 Q2	$5K	Hold	135	–	–	﹤0.01%	345
2021 Q1	$4K	Buy	+135	New	+$4.72K	﹤0.01%	374

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

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's PACB Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Pacific Biosciences (PACB) in Q3 2022, closing a stake of 135 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PACB in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 227 funds tracked by Wall St. Rank hold PACB as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Pacific Biosciences position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 135 Pacific Biosciences shares in Q3 2022, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in Pacific Biosciences in Q1 2021 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Pacific Biosciences position peaked at $5K in Q2 2021.
227 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.