Heritage Wealth Management (Arizona)’s Bio-Rad Laboratories Class A BIO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$27.8K	Buy	66 +33	+100%	+$13.3K	﹤0.01%	599
2022 Q3	$14K	Hold	33	–	–	﹤0.01%	598
2022 Q2	$16.3K	Hold	33	–	–	0.01%	574
2022 Q1	$19K	Buy	+33	New	+$19.9K	0.01%	608
2021 Q3	$25K	Hold	33	–	–	0.01%	526
2021 Q2	$21K	Hold	33	–	–	0.01%	555
2021 Q1	$19K	Buy	+33	New	+$19.5K	0.01%	492

Other funds holding BIO

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

VAM

Veritas Asset Management 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BIO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Bio-Rad Laboratories Class A (BIO) stake by 100% in Q4 2022, buying an estimated $13.3K and bringing the position to 66 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Heritage Wealth Management (Arizona) first reported a position in BIO in Q1 2021 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold BIO as of Q4 2022.

Heritage Wealth Management (Arizona) held 66 shares of Bio-Rad Laboratories Class A worth $27.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 33 Bio-Rad Laboratories Class A shares in Q4 2022, an estimated $13.3K.
Bio-Rad Laboratories Class A made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #599 holding.
Heritage Wealth Management (Arizona) first reported a position in Bio-Rad Laboratories Class A in Q1 2021 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.