Simplicity Wealth’s Bio-Techne TECH Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-3,559	Closed	-$255K	–	1122
2024 Q2	$255K	Buy	3,559 +455	+15%	+$33.5K	0.01%	1009
2024 Q1	$218K	Buy	+3,104	New	+$222K	0.01%	1030

Other funds holding TECH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Wealth's TECH Position: Q3 2024 in Review

Simplicity Wealth sold out of Bio-Techne (TECH) in Q3 2024, closing a stake of 3,559 shares — an estimated $255K sold.

Simplicity Wealth first reported a position in TECH in Q1 2024 and held it in 2 quarters. The position peaked at $255K in Q2 2024. 562 funds tracked by Wall St. Rank hold TECH as of Q3 2024.

Simplicity Wealth reported no remaining Bio-Techne position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,559 Bio-Techne shares in Q3 2024, an estimated $255K.
Simplicity Wealth first reported a position in Bio-Techne in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Bio-Techne position peaked at $255K in Q2 2024.
562 funds tracked by Wall St. Rank held Bio-Techne as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.