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Confluence Wealth Services’s Bio-Techne TECH Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-256
Closed -$33K – 1052
2021
Q4 		$33K Buy
+256
New +$31.4K 0.01% 582

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Confluence Wealth Services's TECH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Bio-Techne (TECH) in Q1 2022, closing a stake of 256 shares — an estimated $33K sold.

Confluence Wealth Services first reported a position in TECH in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 557 funds tracked by Wall St. Rank hold TECH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Bio-Techne position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 256 Bio-Techne shares in Q1 2022, an estimated $33K.
  • Confluence Wealth Services first reported a position in Bio-Techne in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Bio-Techne position peaked at $33K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.