SWA
TECH icon

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

SFMG 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
-2,420
Closed -$201K – 278
2022
Q4 		$201K Buy
+2,420
New +$192K 0.02% 232
2022
Q3 		– Sell
-2,412
Closed -$209K – 269
2022
Q2 		$209K Hold
2,412
– – 0.02% 233
2022
Q1 		$261K Hold
2,412
– – 0.03% 222
2021
Q4 		$312K Hold
2,412
– – 0.03% 198
2021
Q3 		$292K Buy
2,412
+12
+0.5% +$1.46K 0.03% 198
2021
Q2 		$270K Hold
2,400
– – 0.03% 211
2021
Q1 		$229K Buy
+2,400
New +$219K 0.03% 214

Other funds holding TECH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return