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Valeo Financial Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-120
Closed -$54K – 1642
2020
Q2 		$54K Buy
120
+2
+2% +$883 ﹤0.01% 692
2020
Q1 		$48K Hold
118
– – 0.01% 616
2019
Q4 		$44K Sell
118
-3
-2% -$1.06K ﹤0.01% 695
2019
Q3 		$40K Buy
+121
New +$39.5K ﹤0.01% 669

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Valeo Financial Advisors's BIO Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2020, closing a stake of 120 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in BIO in Q3 2019 and held it in 4 quarters. The position peaked at $54K in Q2 2020. 479 funds tracked by Wall St. Rank hold BIO as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 120 Bio-Rad Laboratories Class A shares in Q3 2020, an estimated $54K.
  • Valeo Financial Advisors first reported a position in Bio-Rad Laboratories Class A in Q3 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Bio-Rad Laboratories Class A position peaked at $54K in Q2 2020.
  • 479 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.