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

Selective 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
Q3 		– Sell
-41
Closed -$19K – 320
2020
Q2 		$19K Hold
41
– – 0.02% 178
2020
Q1 		$14K Hold
41
– – 0.02% 126
2019
Q4 		$15K Hold
41
– – 0.02% 138
2019
Q3 		$14K Buy
+41
New +$13.4K 0.02% 144

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Selective Wealth Management's BIO Position: Q3 2020 in Review

Selective Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2020, closing a stake of 41 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in BIO in Q3 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2020. 479 funds tracked by Wall St. Rank hold BIO as of Q3 2020.

  • Selective Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 41 Bio-Rad Laboratories Class A shares in Q3 2020, an estimated $19K.
  • Selective Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Bio-Rad Laboratories Class A position peaked at $19K in Q2 2020.
  • 479 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.