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Pension & Wealth Management Advisors’s Pacific Biosciences PACB Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-180
Closed -$2.08K – 307
2023
Q1 		$2.08K Hold
180
– – ﹤0.01% 278
2022
Q4 		$1.47K Buy
+180
New +$1.55K ﹤0.01% 246

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Pension & Wealth Management Advisors's PACB Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of Pacific Biosciences (PACB) in Q2 2023, closing a stake of 180 shares — an estimated $2.08K sold.

Pension & Wealth Management Advisors first reported a position in PACB in Q4 2022 and held it in 2 quarters. The position peaked at $2.08K in Q1 2023. 272 funds tracked by Wall St. Rank hold PACB as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining Pacific Biosciences position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 180 Pacific Biosciences shares in Q2 2023, an estimated $2.08K.
  • Pension & Wealth Management Advisors first reported a position in Pacific Biosciences in Q4 2022 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Pacific Biosciences position peaked at $2.08K in Q1 2023.
  • 272 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.