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

TRUE Private 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
2019
Q3 		– Sell
-8
Closed -$2K – 269
2019
Q2 		$2K Buy
+8
New +$2.4K ﹤0.01% 706
2018
Q4 		– Sell
-104
Closed -$32.6K – 307
2018
Q3 		$32.6K Buy
+104
New +$32.3K ﹤0.01% 530

Other funds holding BIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

TRUE Private Wealth Advisors's BIO Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2019, closing a stake of 8 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in BIO in Q3 2018 and held it in 2 quarters. The position peaked at $32.6K in Q3 2018. 354 funds tracked by Wall St. Rank hold BIO as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 8 Bio-Rad Laboratories Class A shares in Q3 2019, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $32.6K in Q3 2018.
  • 354 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.