SteelPeak Wealth’s Bio-Techne TECH Stock Holding History

SteelPeak 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 Q1	–	Sell	-5,000	Closed	-$386K	–	546
2023 Q4	$386K	Buy	5,000 +2,000	+67%	+$132K	0.02%	310
2023 Q3	$204K	Buy	+3,000	New	+$237K	0.01%	382

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

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

SteelPeak Wealth's TECH Position: Q1 2024 in Review

SteelPeak Wealth sold out of Bio-Techne (TECH) in Q1 2024, closing a stake of 5,000 shares — an estimated $386K sold.

SteelPeak Wealth first reported a position in TECH in Q3 2023 and held it in 2 quarters. The position peaked at $386K in Q4 2023. 557 funds tracked by Wall St. Rank hold TECH as of Q1 2024.

SteelPeak Wealth reported no remaining Bio-Techne position as of Q1 2024 after selling out during the quarter.
SteelPeak Wealth sold 5,000 Bio-Techne shares in Q1 2024, an estimated $386K.
SteelPeak Wealth first reported a position in Bio-Techne in Q3 2023 and held it in 2 quarters.
SteelPeak Wealth's Bio-Techne position peaked at $386K in Q4 2023.
557 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.