WWP
BIO icon

WR Wealth Planners’s Bio-Rad Laboratories Class A BIO Stock Holding History

WR Wealth Planners’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
2024
Q1 		– Sell
-837
Closed -$270K – 1175
2023
Q4 		$270K Buy
837
+103
+14% +$32.3K 0.1% 149
2023
Q3 		$263K Buy
734
+34
+5% +$13.1K 0.1% 145
2023
Q2 		$265K Buy
700
+25
+4% +$10.2K 0.1% 142
2023
Q1 		$323K Buy
675
+18
+3% +$8.43K 0.14% 117
2022
Q4 		$276K Buy
657
+11
+2% +$4.44K 0.17% 91
2022
Q3 		$269K Buy
646
+41
+7% +$20.4K 0.19% 84
2022
Q2 		$299K Buy
605
+7
+1% +$3.65K 0.2% 83
2022
Q1 		$337K Buy
+598
New +$360K 0.2% 86

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WR Wealth Planners's BIO Position: Q1 2024 in Review

WR Wealth Planners sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2024, closing a stake of 837 shares — an estimated $270K sold.

WR Wealth Planners first reported a position in BIO in Q1 2022 and held it in 8 quarters. The position peaked at $337K in Q1 2022. 467 funds tracked by Wall St. Rank hold BIO as of Q1 2024.

  • WR Wealth Planners reported no remaining Bio-Rad Laboratories Class A position as of Q1 2024 after selling out during the quarter.
  • WR Wealth Planners sold 837 Bio-Rad Laboratories Class A shares in Q1 2024, an estimated $270K.
  • WR Wealth Planners first reported a position in Bio-Rad Laboratories Class A in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Bio-Rad Laboratories Class A position peaked at $337K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2024.

Based on WR Wealth Planners's 13F filing for Q1 2024, filed 31 Jul 2024.