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PWMG
Prestige Wealth Management Group’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Prestige Wealth Management Group’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
Q4
–
Sell
-3
Closed
-$1.08K
–
1030
2023
Q3
$1.08K
Hold
3
–
–
﹤0.01%
874
2023
Q2
$1.14K
Sell
3
-1
-25%
-$407
﹤0.01%
892
2023
Q1
$1.92K
Sell
4
-6
-60%
-$2.81K
﹤0.01%
752
2022
Q4
$4.21K
Buy
10
+9
+900%
+$3.63K
﹤0.01%
658
2022
Q3
$0
Buy
+1
New
+$499
﹤0.01%
972
2022
Q2
–
Sell
-20
Closed
-$11K
–
979
2022
Q1
$11K
Sell
20
-6
-23%
-$3.62K
﹤0.01%
437
2021
Q4
$20K
Hold
26
–
–
﹤0.01%
378
2021
Q3
$19K
Hold
26
–
–
﹤0.01%
378
2021
Q2
$17K
Buy
26
+9
+53%
+$5.48K
﹤0.01%
375
2021
Q1
$9K
Buy
17
+6
+55%
+$3.55K
﹤0.01%
487
2020
Q4
$6K
Buy
+11
New
+$6.26K
﹤0.01%
527
2019
Q1
–
Sell
-2
Closed
–
–
569
2018
Q4
$0
Buy
+2
New
+$537
﹤0.01%
1245
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
VAM
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$5.9B AUM
3.19%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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