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

Other funds holding BIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prestige Wealth Management Group's BIO Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2023, closing a stake of 3 shares — an estimated $1.08K sold.

Prestige Wealth Management Group first reported a position in BIO in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q4 2021. 484 funds tracked by Wall St. Rank hold BIO as of Q4 2023.

Prestige Wealth Management Group reported no remaining Bio-Rad Laboratories Class A position as of Q4 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 3 Bio-Rad Laboratories Class A shares in Q4 2023, an estimated $1.08K.
Prestige Wealth Management Group first reported a position in Bio-Rad Laboratories Class A in Q4 2018 and held it in 12 quarters.
Prestige Wealth Management Group's Bio-Rad Laboratories Class A position peaked at $20K in Q4 2021.
484 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.