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

Liberty 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
2021
Q4 		– Sell
-8
Closed -$6K – 273
2021
Q3 		$6K Buy
8
+4
+100% +$3K ﹤0.01% 902
2021
Q2 		$3K Sell
4
-70
-95% -$42.6K ﹤0.01% 857
2021
Q1 		$43K Hold
74
– – 0.02% 304
2020
Q4 		$43K Buy
74
+5
+7% +$2.85K 0.02% 301
2020
Q3 		$36K Hold
69
– – 0.02% 284
2020
Q2 		$31K Hold
69
– – 0.02% 305
2020
Q1 		$24K Hold
69
– – 0.02% 323
2019
Q4 		$25K Buy
+69
New +$24.3K 0.02% 378

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Liberty Wealth Management's BIO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2021, closing a stake of 8 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in BIO in Q4 2019 and held it in 8 quarters. The position peaked at $43K in Q1 2021. 533 funds tracked by Wall St. Rank hold BIO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 8 Bio-Rad Laboratories Class A shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Bio-Rad Laboratories Class A position peaked at $43K in Q1 2021.
  • 533 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.