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

Walkner Condon 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
2022 Q1	–	Sell	-400	Closed	-$302K	–	216
2021 Q4	$302K	Sell	400 -5	-1%	-$3.74K	0.2%	99
2021 Q3	$302K	Hold	405	–	–	0.15%	115
2021 Q2	$262K	Buy	405 +1	+0.2%	+$609	0.1%	141
2021 Q1	$231K	Sell	404 -25	-6%	-$14.8K	0.09%	153
2020 Q4	$250K	Buy	429 +5	+1%	+$2.85K	0.11%	116
2020 Q3	$219K	Buy	+424	New	+$215K	0.12%	115

Other funds holding BIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walkner Condon Financial Advisors's BIO Position: Q1 2022 in Review

Walkner Condon Financial Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2022, closing a stake of 400 shares — an estimated $302K sold.

Walkner Condon Financial Advisors first reported a position in BIO in Q3 2020 and held it in 6 quarters. The position peaked at $302K in Q4 2021. 515 funds tracked by Wall St. Rank hold BIO as of Q1 2022.

Walkner Condon Financial Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q1 2022 after selling out during the quarter.
Walkner Condon Financial Advisors sold 400 Bio-Rad Laboratories Class A shares in Q1 2022, an estimated $302K.
Walkner Condon Financial Advisors first reported a position in Bio-Rad Laboratories Class A in Q3 2020 and held it in 6 quarters.
Walkner Condon Financial Advisors's Bio-Rad Laboratories Class A position peaked at $302K in Q4 2021.
515 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2022, filed 3 May 2022.