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LM Advisors’s Pacific Biosciences PACB Stock Holding History

LM Advisors’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$4.91K – 570
2023
Q4 		$4.91K Buy
+500
New +$4.09K ﹤0.01% 597

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

LM Advisors's PACB Position: Q1 2024 in Review

LM Advisors sold out of Pacific Biosciences (PACB) in Q1 2024, closing a stake of 500 shares — an estimated $4.91K sold.

LM Advisors first reported a position in PACB in Q4 2023 and held it in 1 quarter. The position peaked at $4.91K in Q4 2023. 268 funds tracked by Wall St. Rank hold PACB as of Q1 2024.

  • LM Advisors reported no remaining Pacific Biosciences position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 500 Pacific Biosciences shares in Q1 2024, an estimated $4.91K.
  • LM Advisors first reported a position in Pacific Biosciences in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Pacific Biosciences position peaked at $4.91K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.