ZF
BIOL

Zhang Financial’s Biolase, Inc. BIOL Stock Holding History

Zhang Financial’s Portfolio BIOL Stock Details BIOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,770
Closed -$15.4K – 276
2023
Q4 		$15.4K Buy
13,770
+1,692
+14% +$2.42K ﹤0.01% 254
2023
Q3 		$22.5K Buy
12,078
+10,429
+632% +$55.1K ﹤0.01% 231
2023
Q2 		$11.7K Buy
1,649
+1,440
+689% +$24.1K ﹤0.01% 246
2023
Q1 		$5.88K Buy
+209
New +$10.2K ﹤0.01% 228
2022
Q2 		– Sell
-27
Closed -$24K – 236
2022
Q1 		$24K Buy
27
+4
+17% +$3.69K ﹤0.01% 217
2021
Q4 		$22K Buy
23
+18
+360% +$22.7K ﹤0.01% 207
2021
Q3 		$8K Buy
+5
New +$8.16K ﹤0.01% 165

Other funds holding BIOL

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Zhang Financial's BIOL Position: Q1 2024 in Review

Zhang Financial sold out of Biolase, Inc. (BIOL) in Q1 2024, closing a stake of 13,770 shares — an estimated $15.4K sold.

Zhang Financial first reported a position in BIOL in Q3 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 18 funds tracked by Wall St. Rank hold BIOL as of Q1 2024.

  • Zhang Financial reported no remaining Biolase, Inc. position as of Q1 2024 after selling out during the quarter.
  • Zhang Financial sold 13,770 Biolase, Inc. shares in Q1 2024, an estimated $15.4K.
  • Zhang Financial first reported a position in Biolase, Inc. in Q3 2021 and held it in 7 quarters.
  • Zhang Financial's Biolase, Inc. position peaked at $24K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Biolase, Inc. as of Q1 2024.

Based on Zhang Financial's 13F filing for Q1 2024, filed 24 Apr 2024.