Summit Wealth Group’s Bio-Techne TECH Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-12	Closed	-$1K	–	197
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	194
2021 Q1	$1K	Buy	+12	New	+$1.09K	﹤0.01%	173

Other funds holding TECH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Summit Wealth Group's TECH Position: Q3 2021 in Review

Summit Wealth Group sold out of Bio-Techne (TECH) in Q3 2021, closing a stake of 12 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in TECH in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 565 funds tracked by Wall St. Rank hold TECH as of Q3 2021.

Summit Wealth Group reported no remaining Bio-Techne position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 12 Bio-Techne shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in Bio-Techne in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Bio-Techne position peaked at $1K in Q2 2021.
565 funds tracked by Wall St. Rank held Bio-Techne as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.