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IVC Wealth Advisors’s Bionano Genomics BNGO Stock Holding History

IVC Wealth Advisors’s Portfolio BNGO Stock Details BNGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49
Closed -$18K – 156
2023
Q2 		$18K Buy
+49
New +$22.1K 0.01% 159
2021
Q4 		– Sell
-20
Closed -$65K – 136
2021
Q3 		$65K Buy
+20
New +$70K 0.04% 136

Other funds holding BNGO

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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IVC Wealth Advisors's BNGO Position: Q3 2023 in Review

IVC Wealth Advisors sold out of Bionano Genomics (BNGO) in Q3 2023, closing a stake of 49 shares — an estimated $18K sold.

IVC Wealth Advisors first reported a position in BNGO in Q3 2021 and held it in 2 quarters. The position peaked at $65K in Q3 2021. 46 funds tracked by Wall St. Rank hold BNGO as of Q3 2023.

  • IVC Wealth Advisors reported no remaining Bionano Genomics position as of Q3 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 49 Bionano Genomics shares in Q3 2023, an estimated $18K.
  • IVC Wealth Advisors first reported a position in Bionano Genomics in Q3 2021 and held it in 2 quarters.
  • IVC Wealth Advisors's Bionano Genomics position peaked at $65K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Bionano Genomics as of Q3 2023.

Based on IVC Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.