KWA
BIOL

Kellett Wealth Advisors’s Biolase, Inc. BIOL Stock Holding History

Kellett Wealth Advisors’s Portfolio BIOL Stock Details BIOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,060
Closed -$3.62K – 92
2024
Q1 		$3.62K Hold
19,060
– – ﹤0.01% 85
2023
Q4 		$21.4K Buy
+19,060
New +$27.2K 0.02% 80

Other funds holding BIOL

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kellett Wealth Advisors's BIOL Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of Biolase, Inc. (BIOL) in Q2 2024, closing a stake of 19,060 shares — an estimated $3.62K sold.

Kellett Wealth Advisors first reported a position in BIOL in Q4 2023 and held it in 2 quarters. The position peaked at $21.4K in Q4 2023. 2 funds tracked by Wall St. Rank hold BIOL as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining Biolase, Inc. position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 19,060 Biolase, Inc. shares in Q2 2024, an estimated $3.62K.
  • Kellett Wealth Advisors first reported a position in Biolase, Inc. in Q4 2023 and held it in 2 quarters.
  • Kellett Wealth Advisors's Biolase, Inc. position peaked at $21.4K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Biolase, Inc. as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.