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

SOA 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
2022
Q3 		– Sell
-2
Closed – – 830
2022
Q2 		$0 Sell
2
-11
-85% -$5.73K ﹤0.01% 820
2022
Q1 		$7K Hold
13
– – ﹤0.01% 634
2021
Q4 		$9K Hold
13
– – ﹤0.01% 583
2021
Q3 		$9K Hold
13
– – ﹤0.01% 605
2021
Q2 		$8K Buy
13
+2
+18% +$1.22K ﹤0.01% 602
2021
Q1 		$6K Sell
11
-15
-58% -$8.88K ﹤0.01% 591
2020
Q4 		$16K Buy
+26
New +$14.8K ﹤0.01% 437

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOA Wealth Advisors's BIO Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2022, closing a stake of 2 shares.

SOA Wealth Advisors first reported a position in BIO in Q4 2020 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 484 funds tracked by Wall St. Rank hold BIO as of Q3 2022.

  • SOA Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 Bio-Rad Laboratories Class A shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $16K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.