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Kolinsky Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Kolinsky Wealth Management’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
-450
Closed -$216K – 138
2023
Q1 		$216K Buy
+450
New +$211K 0.23% 115
2022
Q1 		– Sell
-361
Closed -$273K – 145
2021
Q4 		$273K Buy
+361
New +$270K 0.25% 105

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Kolinsky Wealth Management's BIO Position: Q2 2023 in Review

Kolinsky Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 450 shares — an estimated $216K sold.

Kolinsky Wealth Management first reported a position in BIO in Q4 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 469 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

  • Kolinsky Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
  • Kolinsky Wealth Management sold 450 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $216K.
  • Kolinsky Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2021 and held it in 2 quarters.
  • Kolinsky Wealth Management's Bio-Rad Laboratories Class A position peaked at $273K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on Kolinsky Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.