PMFA
BIO icon

Plante Moran Financial Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Plante Moran Financial 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
2023
Q3 		– Sell
-23
Closed -$8.72K – 776
2023
Q2 		$8.72K Hold
23
– – ﹤0.01% 564
2023
Q1 		$11K Sell
23
-13
-36% -$6.09K ﹤0.01% 550
2022
Q4 		$15.1K Hold
36
– – ﹤0.01% 517
2022
Q3 		$15K Buy
36
+3
+9% +$1.5K ﹤0.01% 512
2022
Q2 		$16K Buy
33
+10
+43% +$5.21K ﹤0.01% 509
2022
Q1 		$13K Sell
23
-6
-21% -$3.62K ﹤0.01% 562
2021
Q4 		$22K Buy
29
+6
+26% +$4.49K ﹤0.01% 536
2021
Q3 		$17K Hold
23
– – ﹤0.01% 592
2021
Q2 		$15K Hold
23
– – ﹤0.01% 611
2021
Q1 		$13K Sell
23
-3
-12% -$1.78K ﹤0.01% 606
2020
Q4 		$15K Buy
26
+3
+13% +$1.71K ﹤0.01% 570
2020
Q3 		$12K Hold
23
– – ﹤0.01% 575
2020
Q2 		$10K Hold
23
– – ﹤0.01% 517
2020
Q1 		$8K Hold
23
– – ﹤0.01% 517
2019
Q4 		$9K Hold
23
– – ﹤0.01% 553
2019
Q3 		$8K Hold
23
– – ﹤0.01% 622
2019
Q2 		$7K Hold
23
– – ﹤0.01% 600
2019
Q1 		$7K Sell
23
-6
-21% -$1.62K ﹤0.01% 589
2018
Q4 		$7K Buy
29
+6
+26% +$1.61K ﹤0.01% 544
2018
Q3 		$7K Sell
23
-6
-21% -$1.86K ﹤0.01% 546
2018
Q2 		$8K Hold
29
– – ﹤0.01% 566
2018
Q1 		$7K Buy
29
+21
+263% +$5.35K ﹤0.01% 657
2017
Q4 		$2K Sell
8
-3
-27% -$727 ﹤0.01% 780
2017
Q3 		$2K Sell
11
-3
-21% -$675 ﹤0.01% 714
2017
Q2 		$3K Buy
14
+5
+56% +$1.09K ﹤0.01% 710
2017
Q1 		$2K Sell
9
-32
-78% -$6.16K ﹤0.01% 784
2016
Q4 		$7K Buy
41
+3
+8% +$511 ﹤0.01% 642
2016
Q3 		$6K Buy
38
+4
+12% +$607 ﹤0.01% 650
2016
Q2 		$5K Buy
34
+1
+3% +$143 ﹤0.01% 620
2016
Q1 		$5K Buy
+33
New +$4.33K ﹤0.01% 574

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Plante Moran Financial Advisors's BIO Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2023, closing a stake of 23 shares — an estimated $8.72K sold.

Plante Moran Financial Advisors first reported a position in BIO in Q1 2016 and held it in 30 quarters. The position peaked at $22K in Q4 2021. 468 funds tracked by Wall St. Rank hold BIO as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 23 Bio-Rad Laboratories Class A shares in Q3 2023, an estimated $8.72K.
  • Plante Moran Financial Advisors first reported a position in Bio-Rad Laboratories Class A in Q1 2016 and held it in 30 quarters.
  • Plante Moran Financial Advisors's Bio-Rad Laboratories Class A position peaked at $22K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.