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Provident Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Provident Wealth Management’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
2020
Q4 		– Sell
-7
Closed -$4K – 84
2020
Q3 		$4K Buy
+7
New +$3.55K ﹤0.01% 201

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Provident Wealth Management's BIO Position: Q4 2020 in Review

Provident Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2020, closing a stake of 7 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in BIO in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 491 funds tracked by Wall St. Rank hold BIO as of Q4 2020.

  • Provident Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 7 Bio-Rad Laboratories Class A shares in Q4 2020, an estimated $4K.
  • Provident Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Bio-Rad Laboratories Class A position peaked at $4K in Q3 2020.
  • 491 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.