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Wealthspire Advisors (Maryland)’s Bio-Rad Laboratories Class A BIO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-29
Closed -$9K – 642
2019
Q1 		$9K Buy
29
+27
+1,350% +$7.29K ﹤0.01% 1567
2018
Q4 		$0 Buy
+2
New +$537 ﹤0.01% 2432
2018
Q2 		– Sell
-3
Closed -$1K – 2436
2018
Q1 		$1K Buy
+3
New +$764 ﹤0.01% 2300

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2019, closing a stake of 29 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in BIO in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 330 funds tracked by Wall St. Rank hold BIO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bio-Rad Laboratories Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 29 Bio-Rad Laboratories Class A shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Bio-Rad Laboratories Class A in Q1 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Bio-Rad Laboratories Class A position peaked at $9K in Q1 2019.
  • 330 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.