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

BerganKDV 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
Q2 		$87.2K Hold
1,068
– – 0.01% 315
2023
Q1 		$79.2K Hold
1,068
– – 0.01% 338
2022
Q4 		$88.5K Buy
1,068
+536
+101% +$42.6K 0.01% 325
2022
Q3 		$38K Buy
+532
New +$46K ﹤0.01% 399

Other funds holding TECH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's TECH Position: Q2 2023 in Review

BerganKDV Wealth Management held its Bio-Techne (TECH) position steady in Q2 2023 at 1,068 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #315.

BerganKDV Wealth Management first reported a position in TECH in Q3 2022 and has held it in 4 quarters since. The position peaked at $88.5K in Q4 2022. 528 funds tracked by Wall St. Rank hold TECH as of Q2 2023.

  • BerganKDV Wealth Management held 1,068 shares of Bio-Techne worth $87.2K as of Q2 2023.
  • BerganKDV Wealth Management left its Bio-Techne share count unchanged in Q2 2023.
  • Bio-Techne made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #315 holding.
  • BerganKDV Wealth Management first reported a position in Bio-Techne in Q3 2022 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's Bio-Techne position peaked at $88.5K in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.