GWM
BIO icon

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

Gupta 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
2016
Q1 		$15K Hold
109
– – ﹤0.01% 745
2015
Q4 		$15K Hold
109
– – ﹤0.01% 760
2015
Q3 		$15K Buy
+109
New +$15.7K ﹤0.01% 773

Other funds holding BIO

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Gupta Wealth Management's BIO Position: Q1 2016 in Review

Gupta Wealth Management held its Bio-Rad Laboratories Class A (BIO) position steady in Q1 2016 at 109 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Gupta Wealth Management first reported a position in BIO in Q3 2015 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold BIO as of Q1 2016.

  • Gupta Wealth Management held 109 shares of Bio-Rad Laboratories Class A worth $15K as of Q1 2016.
  • Gupta Wealth Management left its Bio-Rad Laboratories Class A share count unchanged in Q1 2016.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #745 holding.
  • Gupta Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q3 2015 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.