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Sheets Smith Wealth Management’s Bio-Techne TECH Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-5,780
Closed -$462K – 396
2024
Q3 		$462K Sell
5,780
-175
-3% -$13.2K 0.06% 262
2024
Q2 		$427K Buy
+5,955
New +$438K 0.05% 268

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sheets Smith Wealth Management's TECH Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Bio-Techne (TECH) in Q4 2024, closing a stake of 5,780 shares — an estimated $462K sold.

Sheets Smith Wealth Management first reported a position in TECH in Q2 2024 and held it in 2 quarters. The position peaked at $462K in Q3 2024. 576 funds tracked by Wall St. Rank hold TECH as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining Bio-Techne position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,780 Bio-Techne shares in Q4 2024, an estimated $462K.
  • Sheets Smith Wealth Management first reported a position in Bio-Techne in Q2 2024 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Bio-Techne position peaked at $462K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Bio-Techne as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.