RSWM
BIO icon

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

Robertson Stephens 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
2024
Q4 		– Sell
-648
Closed -$217K – 570
2024
Q3 		$217K Buy
+648
New +$206K 0.01% 589

Other funds holding BIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Robertson Stephens Wealth Management's BIO Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2024, closing a stake of 648 shares — an estimated $217K sold.

Robertson Stephens Wealth Management first reported a position in BIO in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 456 funds tracked by Wall St. Rank hold BIO as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 648 Bio-Rad Laboratories Class A shares in Q4 2024, an estimated $217K.
  • Robertson Stephens Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Bio-Rad Laboratories Class A position peaked at $217K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.