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

Ritholtz 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
2022 Q3	–	Sell	-419	Closed	-$207K	–	719
2022 Q2	$207K	Sell	419 -534	-56%	-$278K	0.01%	494
2022 Q1	$537K	Sell	953 -132	-12%	-$79.6K	0.04%	290
2021 Q4	$820K	Sell	1,085 -7	-0.6%	-$5.24K	0.05%	199
2021 Q3	$815K	Sell	1,092 -143	-12%	-$107K	0.06%	174
2021 Q2	$796K	Sell	1,235 -78	-6%	-$47.5K	0.06%	180
2021 Q1	$750K	Sell	1,313 -176	-12%	-$104K	0.06%	144
2020 Q4	$868K	Buy	1,489 +117	+9%	+$66.6K	0.08%	104
2020 Q3	$707K	Buy	1,372 +744	+118%	+$377K	0.08%	103
2020 Q2	$284K	Buy	+628	New	+$277K	0.04%	186

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Ritholtz Wealth Management's BIO Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2022, closing a stake of 419 shares — an estimated $207K sold.

Ritholtz Wealth Management first reported a position in BIO in Q2 2020 and held it in 9 quarters. The position peaked at $868K in Q4 2020. 484 funds tracked by Wall St. Rank hold BIO as of Q3 2022.

Ritholtz Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q3 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 419 Bio-Rad Laboratories Class A shares in Q3 2022, an estimated $207K.
Ritholtz Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q2 2020 and held it in 9 quarters.
Ritholtz Wealth Management's Bio-Rad Laboratories Class A position peaked at $868K in Q4 2020.
484 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.