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Valeo Financial Advisors’s Pacific Biosciences PACB Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-200
Closed -$7K – 1412
2021
Q1 		$7K Hold
200
– – ﹤0.01% 1463
2020
Q4 		$5K Hold
200
– – ﹤0.01% 1370
2020
Q3 		$2K Buy
+200
New +$1.15K ﹤0.01% 1420

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's PACB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Pacific Biosciences (PACB) in Q2 2021, closing a stake of 200 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in PACB in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 262 funds tracked by Wall St. Rank hold PACB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Pacific Biosciences position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Pacific Biosciences shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Pacific Biosciences in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Pacific Biosciences position peaked at $7K in Q1 2021.
  • 262 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.