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Legend Financial Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-3
Closed -$1.44K – 211
2023
Q1 		$1.44K Hold
3
– – ﹤0.01% 216
2022
Q4 		$1.26K Hold
3
– – ﹤0.01% 229
2022
Q3 		$1.25K Buy
+3
New +$1.5K ﹤0.01% 216

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Legend Financial Advisors's BIO Position: Q2 2023 in Review

Legend Financial Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 3 shares — an estimated $1.44K sold.

Legend Financial Advisors first reported a position in BIO in Q3 2022 and held it in 3 quarters. The position peaked at $1.44K in Q1 2023. 468 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

  • Legend Financial Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 3 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $1.44K.
  • Legend Financial Advisors first reported a position in Bio-Rad Laboratories Class A in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Bio-Rad Laboratories Class A position peaked at $1.44K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.