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HCR Wealth Advisors’s Biomerica BMRA Stock Holding History

HCR Wealth Advisors’s Portfolio BMRA Stock Details BMRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,250
Closed -$13.6K – 174
2023
Q2 		$13.6K Hold
1,250
– – ﹤0.01% 178
2023
Q1 		$18.7K Hold
1,250
– – ﹤0.01% 174
2022
Q4 		$33.5K Hold
1,250
– – 0.01% 174
2022
Q3 		$39K Hold
1,250
– – 0.01% 167
2022
Q2 		$29K Hold
1,250
– – 0.01% 175
2022
Q1 		$45K Sell
1,250
-1,250
-50% -$41.6K 0.01% 186
2021
Q4 		$78K Buy
2,500
+1,250
+100% +$48.1K 0.01% 200
2021
Q3 		$45K Buy
+1,250
New +$41.1K 0.01% 194

Other funds holding BMRA

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

HCR Wealth Advisors's BMRA Position: Q3 2023 in Review

HCR Wealth Advisors sold out of Biomerica (BMRA) in Q3 2023, closing a stake of 1,250 shares — an estimated $13.6K sold.

HCR Wealth Advisors first reported a position in BMRA in Q3 2021 and held it in 8 quarters. The position peaked at $78K in Q4 2021. 35 funds tracked by Wall St. Rank hold BMRA as of Q3 2023.

  • HCR Wealth Advisors reported no remaining Biomerica position as of Q3 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,250 Biomerica shares in Q3 2023, an estimated $13.6K.
  • HCR Wealth Advisors first reported a position in Biomerica in Q3 2021 and held it in 8 quarters.
  • HCR Wealth Advisors's Biomerica position peaked at $78K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Biomerica as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.