CSWM
TECH icon

Cassady Schiller Wealth Management’s Bio-Techne TECH Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.08K Buy
+15
New +$1.1K ﹤0.01% 773
2022
Q1 		– Sell
-4
Closed -$1K – 544
2021
Q4 		$1K Buy
+4
New +$490 ﹤0.01% 505

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cassady Schiller Wealth Management's TECH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Bio-Techne (TECH) in Q4 2024: 15 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TECH as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TECH in Q4 2021 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold TECH as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of Bio-Techne worth $1.08K as of Q4 2024.
  • Bio-Techne was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Bio-Techne made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #773 holding.
  • Cassady Schiller Wealth Management first reported a position in Bio-Techne in Q4 2021 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Bio-Techne as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.