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

MinichMacGregor 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
Q1 		– Sell
-35
Closed -$14.7K – 150
2022
Q4 		$14.7K Buy
+35
New +$14.1K 0.01% 369
2018
Q4 		– Sell
-46
Closed -$14K – 139
2018
Q3 		$14K Hold
46
– – 0.01% 268
2018
Q2 		$13K Sell
46
-20
-30% -$5.52K 0.01% 268
2018
Q1 		$16K Hold
66
– – 0.01% 229
2017
Q4 		$15K Sell
66
-1
-1% -$242 0.01% 237
2017
Q3 		$14K Hold
67
– – 0.01% 235
2017
Q2 		$15K Sell
67
-6
-8% -$1.31K 0.01% 221
2017
Q1 		$14K Sell
73
-1
-1% -$193 0.01% 221
2016
Q4 		$13K Buy
+74
New +$12.6K 0.01% 222

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return