JWA
PACB icon

JFS Wealth Advisors’s Pacific Biosciences PACB Stock Holding History

JFS Wealth Advisors’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
-14
Closed -$53 – 2026
2024
Q1 		$53 Sell
14
-7
-33% -$41 ﹤0.01% 1975
2023
Q4 		$207 Sell
21
-14
-40% -$114 ﹤0.01% 1902
2023
Q3 		$293 Buy
35
+15
+75% +$171 ﹤0.01% 1819
2023
Q2 		$266 Buy
20
+11
+122% +$134 ﹤0.01% 1844
2023
Q1 		$105 Buy
+9
New +$89 ﹤0.01% 1886

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

JFS Wealth Advisors's PACB Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Pacific Biosciences (PACB) in Q2 2024, closing a stake of 14 shares — an estimated $53 sold.

JFS Wealth Advisors first reported a position in PACB in Q1 2023 and held it in 5 quarters. The position peaked at $293 in Q3 2023. 228 funds tracked by Wall St. Rank hold PACB as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Pacific Biosciences position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 14 Pacific Biosciences shares in Q2 2024, an estimated $53.
  • JFS Wealth Advisors first reported a position in Pacific Biosciences in Q1 2023 and held it in 5 quarters.
  • JFS Wealth Advisors's Pacific Biosciences position peaked at $293 in Q3 2023.
  • 228 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.