IFP Advisors’s Biolase, Inc. BIOL Stock Holding History

IFP Advisors’s Portfolio BIOL Stock Details BIOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-81	Closed	-$6	–	3398
2023 Q3	$6	Buy	81 +80	+8,000%	+$423	﹤0.01%	3278
2023 Q2	$6	Hold	1	–	–	﹤0.01%	3432
2023 Q1	$373	Hold	1	–	–	﹤0.01%	3220
2022 Q4	$2K	Sell	1 -20	-95%	-$2.88K	﹤0.01%	4252
2022 Q3	$4K	Hold	21	–	–	﹤0.01%	4172
2022 Q2	$4K	Buy	21 +20	+2,000%	+$11K	﹤0.01%	3933
2022 Q1	$4K	Hold	1	–	–	﹤0.01%	3932
2021 Q4	$2K	Hold	1	–	–	﹤0.01%	2867
2021 Q3	$2K	Hold	1	–	–	﹤0.01%	2914
2021 Q2	$2K	Hold	1	–	–	﹤0.01%	2805
2021 Q1	$2K	Hold	1	–	–	﹤0.01%	2734
2020 Q4	$0	Hold	1	–	–	﹤0.01%	3126
2020 Q3	$0	Hold	1	–	–	﹤0.01%	3032
2020 Q2	$0	Hold	1	–	–	﹤0.01%	2996
2020 Q1	$2K	Hold	1	–	–	﹤0.01%	2418
2019 Q4	$1K	Hold	1	–	–	﹤0.01%	2748
2019 Q3	$2K	Buy	+1	New	+$3.29K	﹤0.01%	2746
2019 Q1	–	Sell	-1	Closed	-$2K	–	3565
2018 Q4	$2K	Hold	1	–	–	﹤0.01%	3216
2018 Q3	$4K	Hold	1	–	–	﹤0.01%	3344
2018 Q2	$2K	Hold	1	–	–	﹤0.01%	3648
2018 Q1	$4K	Hold	1	–	–	﹤0.01%	3304
2017 Q4	$4K	Hold	1	–	–	﹤0.01%	3353
2017 Q3	$6K	Hold	1	–	–	﹤0.01%	3337
2017 Q2	$10K	Hold	1	–	–	﹤0.01%	3039
2017 Q1	$14K	Hold	1	–	–	﹤0.01%	2740
2016 Q4	$14K	Hold	1	–	–	﹤0.01%	2720
2016 Q3	$18K	Hold	1	–	–	﹤0.01%	2483
2016 Q2	$12K	Buy	+1	New	+$15.8K	﹤0.01%	2673
2016 Q1	–	Sell	-1	Closed	-$11K	–	3551
2015 Q4	$11K	Buy	+1	New	+$10.9K	﹤0.01%	2547

Other funds holding BIOL

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFP Advisors's BIOL Position: Q4 2023 in Review

IFP Advisors sold out of Biolase, Inc. (BIOL) in Q4 2023, closing a stake of 81 shares — an estimated $6 sold.

IFP Advisors first reported a position in BIOL in Q4 2015 and held it in 29 quarters. The position peaked at $18K in Q3 2016. 16 funds tracked by Wall St. Rank hold BIOL as of Q4 2023.

IFP Advisors reported no remaining Biolase, Inc. position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 81 Biolase, Inc. shares in Q4 2023, an estimated $6.
IFP Advisors first reported a position in Biolase, Inc. in Q4 2015 and held it in 29 quarters.
IFP Advisors's Biolase, Inc. position peaked at $18K in Q3 2016.
16 funds tracked by Wall St. Rank held Biolase, Inc. as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.