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

One 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
2023
Q1 		– Sell
-664
Closed -$55K – 554
2022
Q4 		$55K Buy
+664
New +$52.7K 0.01% 399
2019
Q2 		– Sell
-200
Closed -$10K – 436
2019
Q1 		$10K Buy
+200
New +$9K 0.01% 320
2018
Q4 		– Sell
-2,960
Closed -$151K – 428
2018
Q3 		$151K Sell
2,960
-1,180
-29% -$52.3K 0.12% 152
2018
Q2 		$153K Buy
4,140
+24
+0.6% +$916 0.12% 153
2018
Q1 		$155K Sell
4,116
-456
-10% -$16.1K 0.14% 144
2017
Q4 		$148K Buy
+4,572
New +$145K 0.12% 153

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

One Wealth Advisors's TECH Position: Q1 2023 in Review

One Wealth Advisors sold out of Bio-Techne (TECH) in Q1 2023, closing a stake of 664 shares — an estimated $55K sold.

One Wealth Advisors first reported a position in TECH in Q4 2017 and held it in 6 quarters. The position peaked at $155K in Q1 2018. 550 funds tracked by Wall St. Rank hold TECH as of Q1 2023.

  • One Wealth Advisors reported no remaining Bio-Techne position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 664 Bio-Techne shares in Q1 2023, an estimated $55K.
  • One Wealth Advisors first reported a position in Bio-Techne in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's Bio-Techne position peaked at $155K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.