Lenox Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Lenox Wealth 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
2022 Q1	$13K	Sell	21 -3	-13%	-$1.81K	﹤0.01%	433
2021 Q4	$18K	Buy	24 +3	+14%	+$2.25K	﹤0.01%	416
2021 Q3	$16K	Hold	21	–	–	﹤0.01%	394
2021 Q2	$14K	Buy	+21	New	+$12.8K	﹤0.01%	418
2020 Q2	–	Sell	-48	Closed	-$17K	–	603
2020 Q1	$17K	Buy	+48	New	+$17.6K	﹤0.01%	287
2019 Q2	–	Sell	-13	Closed	-$4K	–	425
2019 Q1	$4K	Buy	13 +1	+8%	+$270	﹤0.01%	387
2018 Q4	$3K	Hold	12	–	–	﹤0.01%	312
2018 Q3	$4K	Sell	12 -82	-87%	-$25.5K	﹤0.01%	319
2018 Q2	$27K	Buy	94 +42	+81%	+$11.6K	0.01%	219
2018 Q1	$13K	Buy	52 +30	+136%	+$7.64K	﹤0.01%	318
2017 Q4	$5K	Buy	+22	New	+$5.33K	﹤0.01%	214

Other funds holding BIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's BIO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Bio-Rad Laboratories Class A (BIO) stake by 13% in Q1 2022, selling an estimated $1.81K and leaving 21 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Lenox Wealth Advisors first reported a position in BIO in Q4 2017 and has held it in 11 quarters since. The position peaked at $27K in Q2 2018. 516 funds tracked by Wall St. Rank hold BIO as of Q1 2022.

Lenox Wealth Advisors held 21 shares of Bio-Rad Laboratories Class A worth $13K as of Q1 2022.
Lenox Wealth Advisors sold 3 Bio-Rad Laboratories Class A shares in Q1 2022, an estimated $1.81K.
Bio-Rad Laboratories Class A made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #433 holding.
Lenox Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $27K in Q2 2018.
516 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.