JWA
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JFS Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$4.99K Hold
17
– – ﹤0.01% 1272
2026
Q1 		$4.74K Buy
17
+1
+6% +$288 ﹤0.01% 1213
2025
Q4 		$4.85K Buy
16
+7
+78% +$2.18K ﹤0.01% 1248
2025
Q3 		$2.52K Sell
9
-2
-18% -$544 ﹤0.01% 1371
2025
Q2 		$2.65K Buy
11
+9
+450% +$2.13K ﹤0.01% 1311
2025
Q1 		$488 Sell
2
-8
-80% -$2.41K ﹤0.01% 1767
2024
Q4 		$3.29K Hold
10
– – ﹤0.01% 1284
2024
Q3 		$3.35K Buy
10
+2
+25% +$635 ﹤0.01% 1265
2024
Q2 		$2.19K Hold
8
– – ﹤0.01% 1399
2024
Q1 		$2.77K Buy
8
+2
+33% +$658 ﹤0.01% 1323
2023
Q4 		$1.94K Sell
6
-6
-50% -$1.88K ﹤0.01% 1453
2023
Q3 		$4.3K Buy
12
+3
+33% +$1.16K ﹤0.01% 1050
2023
Q2 		$3.41K Hold
9
– – ﹤0.01% 1183
2023
Q1 		$4.31K Buy
9
+1
+13% +$468 ﹤0.01% 1057
2022
Q4 		$3.36K Sell
8
-2
-20% -$807 ﹤0.01% 1155
2022
Q3 		$4K Buy
10
+4
+67% +$1.99K ﹤0.01% 1038
2022
Q2 		$3K Sell
6
-1
-14% -$521 ﹤0.01% 1153
2022
Q1 		$4K Buy
7
+4
+133% +$2.41K ﹤0.01% 1110
2021
Q4 		$2K Buy
+3
New +$2.25K ﹤0.01% 1034

Other funds holding BIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return