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YorkBridge Wealth Partners’s Bio-Rad Laboratories Class A BIO Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-25
Closed -$7K – 757
2018
Q2 		$7K Hold
25
– – ﹤0.01% 654
2018
Q1 		$6K Sell
25
-5
-17% -$1.27K ﹤0.01% 664
2017
Q4 		$7K Hold
30
– – ﹤0.01% 662
2017
Q3 		$7K Buy
+30
New +$6.75K ﹤0.01% 671

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

YorkBridge Wealth Partners's BIO Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2018, closing a stake of 25 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in BIO in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 343 funds tracked by Wall St. Rank hold BIO as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Bio-Rad Laboratories Class A position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 25 Bio-Rad Laboratories Class A shares in Q3 2018, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Bio-Rad Laboratories Class A in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Bio-Rad Laboratories Class A position peaked at $7K in Q2 2018.
  • 343 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.