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Heritage Wealth Management (Arizona)’s Bio-Techne TECH Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$21.2K Buy
256
+128
+100% +$10.2K ﹤0.01% 651
2022
Q3 		$9K Hold
128
– – ﹤0.01% 677
2022
Q2 		$11.1K Hold
128
– – ﹤0.01% 651
2022
Q1 		$14K Buy
+128
New +$13.2K ﹤0.01% 666
2021
Q3 		$16K Hold
128
– – 0.01% 593
2021
Q2 		$14K Hold
128
– – 0.01% 618
2021
Q1 		$12K Buy
+128
New +$11.7K 0.01% 559

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TECH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Bio-Techne (TECH) stake by 100% in Q4 2022, buying an estimated $10.2K and bringing the position to 256 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Heritage Wealth Management (Arizona) first reported a position in TECH in Q1 2021 and has held it in 7 quarters since. 545 funds tracked by Wall St. Rank hold TECH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 256 shares of Bio-Techne worth $21.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 128 Bio-Techne shares in Q4 2022, an estimated $10.2K.
  • Bio-Techne made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #651 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Bio-Techne in Q1 2021 and has held it in 7 quarters since.
  • 545 funds tracked by Wall St. Rank held Bio-Techne as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.