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Spire Wealth Management’s Pacific Biosciences PACB Stock Holding History

Spire Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-300
Closed -$3.47K – 2493
2023
Q1 		$3.47K Buy
+300
New +$2.98K ﹤0.01% 2125
2022
Q1 		– Sell
-200
Closed -$4K – 2779
2021
Q4 		$4K Buy
200
+100
+100% +$2.41K ﹤0.01% 2644
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2408
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2423
2021
Q1 		$3K Buy
+100
New +$3.5K ﹤0.01% 2763

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Spire Wealth Management's PACB Position: Q2 2023 in Review

Spire Wealth Management sold out of Pacific Biosciences (PACB) in Q2 2023, closing a stake of 300 shares — an estimated $3.47K sold.

Spire Wealth Management first reported a position in PACB in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 272 funds tracked by Wall St. Rank hold PACB as of Q2 2023.

  • Spire Wealth Management reported no remaining Pacific Biosciences position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 300 Pacific Biosciences shares in Q2 2023, an estimated $3.47K.
  • Spire Wealth Management first reported a position in Pacific Biosciences in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Pacific Biosciences position peaked at $4K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.