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Regent Peak Wealth Advisors’s Bio-Techne TECH Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-36
Closed -$3K – 886
2020
Q4 		$3K Buy
+36
New +$2.61K ﹤0.01% 776

Other funds holding TECH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Regent Peak Wealth Advisors's TECH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Bio-Techne (TECH) in Q1 2021, closing a stake of 36 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in TECH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 470 funds tracked by Wall St. Rank hold TECH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Bio-Techne position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 36 Bio-Techne shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Bio-Techne in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Bio-Techne position peaked at $3K in Q4 2020.
  • 470 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.