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

IHT 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
2018
Q2 		– Sell
-10
Closed -$2K – 517
2018
Q1 		$2K Hold
10
– – ﹤0.01% 1483
2017
Q4 		$3K Hold
10
– – ﹤0.01% 1414
2017
Q3 		$2K Hold
10
– – ﹤0.01% 1200
2017
Q2 		$399K Hold
10
– – 0.19% 133
2017
Q1 		$2K Hold
10
– – ﹤0.01% 1065
2016
Q4 		$2K Buy
+10
New +$1.71K ﹤0.01% 1023

Other funds holding BIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's BIO Position: Q2 2018 in Review

IHT Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2018, closing a stake of 10 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in BIO in Q4 2016 and held it in 6 quarters. The position peaked at $399K in Q2 2017. 326 funds tracked by Wall St. Rank hold BIO as of Q2 2018.

  • IHT Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 10 Bio-Rad Laboratories Class A shares in Q2 2018, an estimated $2K.
  • IHT Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Bio-Rad Laboratories Class A position peaked at $399K in Q2 2017.
  • 326 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.