Jackson Grant Investment Advisers’s Bio-Rad Laboratories Class A BIO Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-42	Closed	-$20.1K	–	424
2023 Q1	$20.1K	Hold	42	–	–	0.01%	258
2022 Q4	$17.7K	Hold	42	–	–	0.01%	265
2022 Q3	$18K	Hold	42	–	–	0.01%	264
2022 Q2	$21K	Hold	42	–	–	0.01%	258
2022 Q1	$24K	Hold	42	–	–	0.01%	264
2021 Q4	$32K	Hold	42	–	–	0.02%	201
2021 Q3	$31K	Hold	42	–	–	0.01%	255
2021 Q2	$27K	Hold	42	–	–	0.01%	266
2021 Q1	$24K	Hold	42	–	–	0.01%	268
2020 Q4	$24K	Buy	+42	New	+$23.9K	0.01%	239

Other funds holding BIO

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Jackson Grant Investment Advisers's BIO Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 42 shares — an estimated $20.1K sold.

Jackson Grant Investment Advisers first reported a position in BIO in Q4 2020 and held it in 10 quarters. The position peaked at $32K in Q4 2021. 469 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 42 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $20.1K.
Jackson Grant Investment Advisers first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and held it in 10 quarters.
Jackson Grant Investment Advisers's Bio-Rad Laboratories Class A position peaked at $32K in Q4 2021.
469 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.