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Householder Group Estate & Retirement Specialist’s Bio-Rad Laboratories Class A BIO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-30
Closed -$10.8K – 1137
2023
Q3 		$10.8K Buy
+30
New +$11.6K ﹤0.01% 772
2023
Q1 		$14K Hold
30
– – 0.01% 710
2022
Q4 		$12K Sell
30
-60
-67% -$24.2K 0.02% 208
2022
Q3 		$37K Buy
+90
New +$44.9K 0.02% 450

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BIO Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2023, closing a stake of 30 shares — an estimated $10.8K sold.

Householder Group Estate & Retirement Specialist first reported a position in BIO in Q3 2022 and held it in 4 quarters. The position peaked at $37K in Q3 2022. 484 funds tracked by Wall St. Rank hold BIO as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Bio-Rad Laboratories Class A position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 30 Bio-Rad Laboratories Class A shares in Q4 2023, an estimated $10.8K.
  • Householder Group Estate & Retirement Specialist first reported a position in Bio-Rad Laboratories Class A in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Bio-Rad Laboratories Class A position peaked at $37K in Q3 2022.
  • 484 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.