Selective Wealth Management’s BioLife Solutions BLFS Stock Holding History

Selective Wealth Management’s Portfolio BLFS Stock Details BLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-286	Closed	-$11K	–	730
2021 Q4	$11K	Hold	286	–	–	﹤0.01%	473
2021 Q3	$12K	Hold	286	–	–	0.01%	409
2021 Q2	$13K	Hold	286	–	–	0.01%	310
2021 Q1	$10K	Hold	286	–	–	0.01%	250
2020 Q4	$11K	Hold	286	–	–	0.01%	232
2020 Q3	$8K	Hold	286	–	–	0.01%	213
2020 Q2	$5K	Buy	+286	New	+$3.94K	﹤0.01%	296

Other funds holding BLFS

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Selective Wealth Management's BLFS Position: Q1 2022 in Review

Selective Wealth Management sold out of BioLife Solutions (BLFS) in Q1 2022, closing a stake of 286 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in BLFS in Q2 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 164 funds tracked by Wall St. Rank hold BLFS as of Q1 2022.

Selective Wealth Management reported no remaining BioLife Solutions position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 286 BioLife Solutions shares in Q1 2022, an estimated $11K.
Selective Wealth Management first reported a position in BioLife Solutions in Q2 2020 and held it in 7 quarters.
Selective Wealth Management's BioLife Solutions position peaked at $13K in Q2 2021.
164 funds tracked by Wall St. Rank held BioLife Solutions as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.