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Loring Wolcott & Coolidge Fiduciary Advisors’s Bio-Techne TECH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-80
Closed -$5.02K – 579
2024
Q1 		$5.02K Buy
+80
New +$5.72K ﹤0.01% 524
2021
Q3 		– Sell
-56
Closed -$6K – 921
2021
Q2 		$6K Buy
+56
New +$5.89K ﹤0.01% 727
2019
Q4 		– Sell
-32
Closed -$2K – 715
2019
Q3 		$2K Hold
32
– – ﹤0.01% 651
2019
Q2 		$2K Hold
32
– – ﹤0.01% 672
2019
Q1 		$2K Hold
32
– – ﹤0.01% 656
2018
Q4 		$1K Hold
32
– – ﹤0.01% 679
2018
Q3 		$2K Hold
32
– – ﹤0.01% 614
2018
Q2 		$1K Hold
32
– – ﹤0.01% 656
2018
Q1 		$1K Hold
32
– – ﹤0.01% 706
2017
Q4 		$1K Hold
32
– – ﹤0.01% 712
2017
Q3 		$0 Buy
+32
New +$950 ﹤0.01% 893
2014
Q1 		– Sell
-1,200
Closed -$28K – 640
2013
Q4 		$28K Hold
1,200
– – ﹤0.01% 445
2013
Q3 		$20K Buy
+1,200
New +$22.8K ﹤0.01% 443

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TECH Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Bio-Techne (TECH) in Q2 2024, closing a stake of 80 shares — an estimated $5.02K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TECH in Q3 2013 and held it in 13 quarters. The position peaked at $28K in Q4 2013. 572 funds tracked by Wall St. Rank hold TECH as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Bio-Techne position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 80 Bio-Techne shares in Q2 2024, an estimated $5.02K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bio-Techne in Q3 2013 and held it in 13 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Bio-Techne position peaked at $28K in Q4 2013.
  • 572 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.