Baystate Wealth Management’s Bio-Techne TECH Stock Holding History

Baystate Wealth Management’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
2023 Q4	$38.6K	Hold	500	–	–	﹤0.01%	422
2023 Q3	$34.1K	Hold	500	–	–	﹤0.01%	394
2023 Q2	$40.9K	Hold	500	–	–	﹤0.01%	354
2023 Q1	$37.2K	Hold	500	–	–	﹤0.01%	374
2022 Q4	$42K	Hold	500	–	–	﹤0.01%	354
2022 Q3	$36K	Hold	500	–	–	﹤0.01%	353
2022 Q2	$43K	Hold	500	–	–	﹤0.01%	337
2022 Q1	$54K	Hold	500	–	–	﹤0.01%	309
2021 Q4	$65K	Hold	500	–	–	0.01%	291
2021 Q3	$61K	Hold	500	–	–	0.01%	276
2021 Q2	$56K	Hold	500	–	–	0.01%	272
2021 Q1	$48K	Buy	500 +16	+3%	+$1.46K	0.01%	262
2020 Q4	$38K	Hold	484	–	–	﹤0.01%	280
2020 Q3	$30K	Buy	484 +4	+0.8%	+$260	﹤0.01%	274
2020 Q2	$32K	Sell	480 -4	-0.8%	-$240	﹤0.01%	262
2020 Q1	$23K	Buy	484 +4	+0.8%	+$200	﹤0.01%	268
2019 Q4	$26K	Hold	480	–	–	﹤0.01%	297
2019 Q3	$24K	Hold	480	–	–	﹤0.01%	277
2019 Q2	$25K	Buy	480 +4	+0.8%	+$202	﹤0.01%	282
2019 Q1	$23K	Hold	476	–	–	﹤0.01%	295
2018 Q4	$20K	Hold	476	–	–	﹤0.01%	307
2018 Q3	$22K	Hold	476	–	–	﹤0.01%	292
2018 Q2	$18K	Hold	476	–	–	﹤0.01%	302
2018 Q1	$18K	Hold	476	–	–	﹤0.01%	297
2017 Q4	$17K	Hold	476	–	–	﹤0.01%	318
2017 Q3	$14K	Hold	476	–	–	﹤0.01%	320
2017 Q2	$14K	Hold	476	–	–	﹤0.01%	310
2017 Q1	$12K	Buy	476 +4	+0.8%	+$103	﹤0.01%	324
2016 Q4	$12K	Buy	+472	New	+$12.4K	﹤0.01%	283

Other funds holding TECH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Baystate Wealth Management's TECH Position: Q4 2023 in Review

Baystate Wealth Management held its Bio-Techne (TECH) position steady in Q4 2023 at 500 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Baystate Wealth Management first reported a position in TECH in Q4 2016 and has held it in 29 quarters since. The position peaked at $65K in Q4 2021. 531 funds tracked by Wall St. Rank hold TECH as of Q4 2023.

Baystate Wealth Management held 500 shares of Bio-Techne worth $38.6K as of Q4 2023.
Baystate Wealth Management left its Bio-Techne share count unchanged in Q4 2023.
Bio-Techne made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #422 holding.
Baystate Wealth Management first reported a position in Bio-Techne in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's Bio-Techne position peaked at $65K in Q4 2021.
531 funds tracked by Wall St. Rank held Bio-Techne as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.