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SFS
Sowell Financial Services’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-553
Closed
-$333K
–
778
2021
Q1
$333K
Buy
553
+470
+566%
+$278K
0.01%
795
2020
Q4
$48K
Sell
83
-95
-53%
-$54.1K
﹤0.01%
1416
2020
Q3
$92K
Sell
178
-100
-36%
-$50.6K
﹤0.01%
995
2020
Q2
$126K
Buy
278
+180
+184%
+$79.4K
0.01%
894
2020
Q1
$34K
Sell
98
-54
-36%
-$19.9K
﹤0.01%
1179
2019
Q4
$56K
Buy
152
+148
+3,700%
+$52.2K
﹤0.01%
1118
2019
Q3
$1K
Buy
+4
New
+$1.3K
﹤0.01%
2196
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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