WWP
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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 $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return