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Steward Financial Group’s Pacific Biosciences PACB Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+28
New +$320 ﹤0.01% 1492
2023
Q2 		– Sell
-25
Closed – – 836
2023
Q1 		$0 Buy
+25
New +$249 ﹤0.01% 859

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Steward Financial Group's PACB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Pacific Biosciences (PACB) in Q3 2023: 28 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PACB as recently as Q1 2023.

Steward Financial Group first reported a position in PACB in Q1 2023 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold PACB as of Q3 2023.

  • Steward Financial Group held 28 shares of Pacific Biosciences worth $0 as of Q3 2023.
  • Pacific Biosciences was a new Steward Financial Group position in Q3 2023.
  • Pacific Biosciences made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1492 holding.
  • Steward Financial Group first reported a position in Pacific Biosciences in Q1 2023 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.