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Atria Wealth Solutions’s Bio-Techne TECH Stock Holding History

Atria Wealth Solutions’s Portfolio TECH Stock Details TECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,362
Closed -$269K – 2092
2024
Q3 		$269K Sell
3,362
-464
-12% -$34.9K ﹤0.01% 1583
2024
Q2 		$274K Buy
3,826
+312
+9% +$23K ﹤0.01% 1562
2024
Q1 		$247K Buy
3,514
+278
+9% +$19.9K ﹤0.01% 1688
2023
Q4 		$250K Buy
+3,236
New +$213K ﹤0.01% 1632

Other funds holding TECH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atria Wealth Solutions's TECH Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Bio-Techne (TECH) in Q4 2024, closing a stake of 3,362 shares — an estimated $269K sold.

Atria Wealth Solutions first reported a position in TECH in Q4 2023 and held it in 4 quarters. The position peaked at $274K in Q2 2024. 577 funds tracked by Wall St. Rank hold TECH as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Bio-Techne position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,362 Bio-Techne shares in Q4 2024, an estimated $269K.
  • Atria Wealth Solutions first reported a position in Bio-Techne in Q4 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Bio-Techne position peaked at $274K in Q2 2024.
  • 577 funds tracked by Wall St. Rank held Bio-Techne as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.