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IHT Wealth Management’s Pacific Biosciences PACB Stock Holding History

IHT Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,700
Closed -$73.9K – 1060
2024
Q1 		$73.9K Hold
19,700
– – ﹤0.01% 982
2023
Q4 		$193K Hold
19,700
– – 0.01% 913
2023
Q3 		$164K Sell
19,700
-1,000
-5% -$11.4K 0.01% 896
2023
Q2 		$275K Hold
20,700
– – 0.01% 755
2023
Q1 		$240K Hold
20,700
– – 0.01% 775
2022
Q4 		$169K Hold
20,700
– – 0.01% 834
2022
Q3 		$120K Buy
20,700
+2,000
+11% +$11.5K 0.01% 815
2022
Q2 		$83K Buy
18,700
+1,000
+6% +$6.08K 0.01% 707
2022
Q1 		$161K Hold
17,700
– – 0.01% 724
2021
Q4 		$362K Buy
17,700
+5,039
+40% +$122K 0.03% 540
2021
Q3 		$323K Buy
12,661
+2,613
+26% +$77.4K 0.03% 569
2021
Q2 		$351K Sell
10,048
-580
-5% -$16.9K 0.02% 647
2021
Q1 		$354K Sell
10,628
-1,691
-14% -$59.2K 0.03% 568
2020
Q4 		$320K Buy
12,319
+1,923
+18% +$32.7K 0.03% 539
2020
Q3 		$103K Buy
+10,396
New +$59.9K 0.01% 630
2018
Q4 		– Sell
-67,450
Closed -$365K – 506
2018
Q3 		$365K Sell
67,450
-18,043
-21% -$77.4K 0.08% 286
2018
Q2 		$304K Sell
85,493
-757
-0.9% -$2.1K 0.08% 301
2018
Q1 		$182K Hold
86,250
– – 0.05% 361
2017
Q4 		$235K Buy
+86,250
New +$302K 0.06% 323

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's PACB Position: Q2 2024 in Review

IHT Wealth Management sold out of Pacific Biosciences (PACB) in Q2 2024, closing a stake of 19,700 shares — an estimated $73.9K sold.

IHT Wealth Management first reported a position in PACB in Q4 2017 and held it in 19 quarters. The position peaked at $365K in Q3 2018. 228 funds tracked by Wall St. Rank hold PACB as of Q2 2024.

  • IHT Wealth Management reported no remaining Pacific Biosciences position as of Q2 2024 after selling out during the quarter.
  • IHT Wealth Management sold 19,700 Pacific Biosciences shares in Q2 2024, an estimated $73.9K.
  • IHT Wealth Management first reported a position in Pacific Biosciences in Q4 2017 and held it in 19 quarters.
  • IHT Wealth Management's Pacific Biosciences position peaked at $365K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.