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Forum Financial Management’s Bio-Techne TECH Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-3,112
Closed -$224K – 930
2024
Q4 		$224K Buy
+3,112
New +$229K ﹤0.01% 784
2022
Q2 		– Sell
-1,940
Closed -$210K – 649
2022
Q1 		$210K Hold
1,940
– – 0.01% 549
2021
Q4 		$251K Buy
+1,940
New +$238K 0.01% 500

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Forum Financial Management's TECH Position: Q1 2025 in Review

Forum Financial Management sold out of Bio-Techne (TECH) in Q1 2025, closing a stake of 3,112 shares — an estimated $224K sold.

Forum Financial Management first reported a position in TECH in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 578 funds tracked by Wall St. Rank hold TECH as of Q1 2025.

  • Forum Financial Management reported no remaining Bio-Techne position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,112 Bio-Techne shares in Q1 2025, an estimated $224K.
  • Forum Financial Management first reported a position in Bio-Techne in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's Bio-Techne position peaked at $251K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.