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Prosperity Wealth Management’s Pacific Biosciences PACB Stock Holding History

Prosperity Wealth Management’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
2025
Q1 		– Sell
-79,800
Closed -$146K – 247
2024
Q4 		$146K Buy
+79,800
New +$156K 0.06% 196
2024
Q1 		– Sell
-24,100
Closed -$236K – 196
2023
Q4 		$236K Buy
+24,100
New +$197K 0.15% 106

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosperity Wealth Management's PACB Position: Q1 2025 in Review

Prosperity Wealth Management sold out of Pacific Biosciences (PACB) in Q1 2025, closing a stake of 79,800 shares — an estimated $146K sold.

Prosperity Wealth Management first reported a position in PACB in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q4 2023. 225 funds tracked by Wall St. Rank hold PACB as of Q1 2025.

  • Prosperity Wealth Management reported no remaining Pacific Biosciences position as of Q1 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 79,800 Pacific Biosciences shares in Q1 2025, an estimated $146K.
  • Prosperity Wealth Management first reported a position in Pacific Biosciences in Q4 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's Pacific Biosciences position peaked at $236K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.