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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 $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

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

SFMG Wealth Advisors sold out of Bio-Techne (TECH) in Q1 2023, closing a stake of 2,420 shares — an estimated $201K sold.

SFMG Wealth Advisors first reported a position in TECH in Q1 2021 and held it in 7 quarters. The position peaked at $312K in Q4 2021. 550 funds tracked by Wall St. Rank hold TECH as of Q1 2023.

  • SFMG Wealth Advisors reported no remaining Bio-Techne position as of Q1 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,420 Bio-Techne shares in Q1 2023, an estimated $201K.
  • SFMG Wealth Advisors first reported a position in Bio-Techne in Q1 2021 and held it in 7 quarters.
  • SFMG Wealth Advisors's Bio-Techne position peaked at $312K in Q4 2021.
  • 550 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2023.

Based on SFMG Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.