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

Paces Ferry 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
2020
Q4 		– Sell
-58
Closed -$30K – 232
2020
Q3 		$30K Buy
+58
New +$29.4K 0.03% 285

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Invesco
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UBS AM
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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Paces Ferry Wealth Advisors's BIO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2020, closing a stake of 58 shares — an estimated $30K sold.

Paces Ferry Wealth Advisors first reported a position in BIO in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 491 funds tracked by Wall St. Rank hold BIO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 58 Bio-Rad Laboratories Class A shares in Q4 2020, an estimated $30K.
  • Paces Ferry Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $30K in Q3 2020.
  • 491 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.