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Steward Partners Investment Advisory’s Pacific Biosciences PACB Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-500
Closed -$685 – 3824
2024
Q2 		$685 Hold
500
– – ﹤0.01% 3438
2024
Q1 		$1.88K Sell
500
-121
-19% -$708 ﹤0.01% 3303
2023
Q4 		$6.09K Buy
621
+511
+465% +$4.18K ﹤0.01% 2889
2023
Q3 		$919 Buy
+110
New +$1.26K ﹤0.01% 3201

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Steward Partners Investment Advisory's PACB Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Pacific Biosciences (PACB) in Q3 2024, closing a stake of 500 shares — an estimated $685 sold.

Steward Partners Investment Advisory first reported a position in PACB in Q3 2023 and held it in 4 quarters. The position peaked at $6.09K in Q4 2023. 226 funds tracked by Wall St. Rank hold PACB as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Pacific Biosciences position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Pacific Biosciences shares in Q3 2024, an estimated $685.
  • Steward Partners Investment Advisory first reported a position in Pacific Biosciences in Q3 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Pacific Biosciences position peaked at $6.09K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.