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CM Wealth Advisors’s Bio-Techne TECH Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-4,036
Closed -$313K – 168
2024
Q1 		$313K Buy
+4,036
New +$289K 0.09% 130
2023
Q3 		– Sell
-5,365
Closed -$450K – 162
2023
Q2 		$450K Sell
5,365
-30,117
-85% -$2.42M 0.15% 72
2023
Q1 		$2.78M Buy
+35,482
New +$2.73M 0.54% 26

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CM Wealth Advisors's TECH Position: Q2 2024 in Review

CM Wealth Advisors sold out of Bio-Techne (TECH) in Q2 2024, closing a stake of 4,036 shares — an estimated $313K sold.

CM Wealth Advisors first reported a position in TECH in Q1 2023 and held it in 3 quarters. The position peaked at $2.78M in Q1 2023. 572 funds tracked by Wall St. Rank hold TECH as of Q2 2024.

  • CM Wealth Advisors reported no remaining Bio-Techne position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 4,036 Bio-Techne shares in Q2 2024, an estimated $313K.
  • CM Wealth Advisors first reported a position in Bio-Techne in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Bio-Techne position peaked at $2.78M in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.