MYIA
BLFS icon

Mount Yale Investment Advisors’s BioLife Solutions BLFS Stock Holding History

Mount Yale Investment Advisors’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,451
Closed -$287K – 463
2021
Q2 		$287K Buy
+6,451
New +$227K 0.03% 329

Other funds holding BLFS

CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Mount Yale Investment Advisors's BLFS Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of BioLife Solutions (BLFS) in Q3 2021, closing a stake of 6,451 shares — an estimated $287K sold.

Mount Yale Investment Advisors first reported a position in BLFS in Q2 2021 and held it in 1 quarter. The position peaked at $287K in Q2 2021. 165 funds tracked by Wall St. Rank hold BLFS as of Q3 2021.

  • Mount Yale Investment Advisors reported no remaining BioLife Solutions position as of Q3 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,451 BioLife Solutions shares in Q3 2021, an estimated $287K.
  • Mount Yale Investment Advisors first reported a position in BioLife Solutions in Q2 2021 and held it in 1 quarter.
  • Mount Yale Investment Advisors's BioLife Solutions position peaked at $287K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held BioLife Solutions as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.