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Venturi Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-91
Closed -$29.9K – 714
2024
Q4 		$29.9K Buy
91
+87
+2,175% +$29.5K ﹤0.01% 1168
2024
Q3 		$1.34K Sell
4
-9
-69% -$2.86K ﹤0.01% 1735
2024
Q2 		$3.55K Sell
13
-27
-68% -$7.85K ﹤0.01% 1289
2024
Q1 		$13.8K Buy
40
+20
+100% +$6.58K ﹤0.01% 842
2023
Q4 		$6.46K Buy
+20
New +$6.27K ﹤0.01% 978

Other funds holding BIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's BIO Position: Q1 2025 in Review

Venturi Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2025, closing a stake of 91 shares — an estimated $29.9K sold.

Venturi Wealth Management first reported a position in BIO in Q4 2023 and held it in 5 quarters. The position peaked at $29.9K in Q4 2024. 436 funds tracked by Wall St. Rank hold BIO as of Q1 2025.

  • Venturi Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 91 Bio-Rad Laboratories Class A shares in Q1 2025, an estimated $29.9K.
  • Venturi Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Bio-Rad Laboratories Class A position peaked at $29.9K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.