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Kiely Wealth Advisory Group’s Bio-Rad Laboratories Class A BIO Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$3.27K Hold
10
– – ﹤0.01% 279
2024
Q3 		$3.66K Hold
10
– – ﹤0.01% 269
2024
Q2 		$3.29K Hold
10
– – ﹤0.01% 260
2024
Q1 		$2.8K Hold
10
– – ﹤0.01% 240
2023
Q4 		$3.37K Buy
+10
New +$3.13K ﹤0.01% 227

Other funds holding BIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kiely Wealth Advisory Group's BIO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Bio-Rad Laboratories Class A (BIO) position steady in Q4 2024 at 10 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Kiely Wealth Advisory Group first reported a position in BIO in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.66K in Q3 2024. 456 funds tracked by Wall St. Rank hold BIO as of Q4 2024.

  • Kiely Wealth Advisory Group held 10 shares of Bio-Rad Laboratories Class A worth $3.27K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Bio-Rad Laboratories Class A share count unchanged in Q4 2024.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #279 holding.
  • Kiely Wealth Advisory Group first reported a position in Bio-Rad Laboratories Class A in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Bio-Rad Laboratories Class A position peaked at $3.66K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.