Gradient Investments’s Pacific Biosciences PACB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-60	Closed	-$798	–	1882
2023 Q2	$798	Hold	60	–	–	﹤0.01%	1429
2023 Q1	$695	Hold	60	–	–	﹤0.01%	1245
2022 Q4	$491	Hold	60	–	–	﹤0.01%	1300
2022 Q3	$0	Hold	60	–	–	﹤0.01%	1490
2022 Q2	$0	Hold	60	–	–	﹤0.01%	1336
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	1116
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	1170
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	1019
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	1005
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	1018
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	1071
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	1076
2020 Q2	$0	Hold	60	–	–	﹤0.01%	1161
2020 Q1	$0	Hold	60	–	–	﹤0.01%	1197
2019 Q4	$0	Hold	60	–	–	﹤0.01%	1189
2019 Q3	$0	Hold	60	–	–	﹤0.01%	1193
2019 Q2	$0	Hold	60	–	–	﹤0.01%	1062
2019 Q1	$0	Hold	60	–	–	﹤0.01%	966
2018 Q4	$0	Buy	+60	New	+$380	﹤0.01%	1046

Other funds holding PACB

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Gradient Investments's PACB Position: Q3 2023 in Review

Gradient Investments sold out of Pacific Biosciences (PACB) in Q3 2023, closing a stake of 60 shares — an estimated $798 sold.

Gradient Investments first reported a position in PACB in Q4 2018 and held it in 19 quarters. The position peaked at $2K in Q3 2021. 274 funds tracked by Wall St. Rank hold PACB as of Q3 2023.

Gradient Investments reported no remaining Pacific Biosciences position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 60 Pacific Biosciences shares in Q3 2023, an estimated $798.
Gradient Investments first reported a position in Pacific Biosciences in Q4 2018 and held it in 19 quarters.
Gradient Investments's Pacific Biosciences position peaked at $2K in Q3 2021.
274 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.