SFMG Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

SFMG Wealth Advisors’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
2023 Q2	–	Sell	-443	Closed	-$212K	–	259
2023 Q1	$212K	Buy	+443	New	+$207K	0.02%	226
2022 Q3	–	Sell	-494	Closed	-$245K	–	255
2022 Q2	$245K	Sell	494 -13	-3%	-$6.77K	0.03%	202
2022 Q1	$286K	Hold	507	–	–	0.03%	206
2021 Q4	$383K	Hold	507	–	–	0.04%	174
2021 Q3	$378K	Hold	507	–	–	0.04%	171
2021 Q2	$327K	Buy	507 +13	+3%	+$7.91K	0.04%	186
2021 Q1	$282K	Hold	494	–	–	0.03%	189
2020 Q4	$288K	Buy	+494	New	+$281K	0.04%	170

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

SFMG Wealth Advisors's BIO Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2023, closing a stake of 443 shares — an estimated $212K sold.

SFMG Wealth Advisors first reported a position in BIO in Q4 2020 and held it in 8 quarters. The position peaked at $383K in Q4 2021. 469 funds tracked by Wall St. Rank hold BIO as of Q2 2023.

SFMG Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q2 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 443 Bio-Rad Laboratories Class A shares in Q2 2023, an estimated $212K.
SFMG Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and held it in 8 quarters.
SFMG Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $383K in Q4 2021.
469 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.