SWA
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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
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return