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Safeguard Investment Advisory Group’s Bio-Rad Laboratories Class A BIO Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-16
Closed -$9K – 146
2020
Q4 		$9K Buy
+16
New +$9.11K 0.01% 423

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Safeguard Investment Advisory Group's BIO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2021, closing a stake of 16 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in BIO in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 492 funds tracked by Wall St. Rank hold BIO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Bio-Rad Laboratories Class A position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 16 Bio-Rad Laboratories Class A shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Bio-Rad Laboratories Class A position peaked at $9K in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.