TPA
TECH icon

Trivium Point Advisory’s Bio-Techne TECH Stock Holding History

Trivium Point Advisory’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
-6,560
Closed -$541K – 195
2022
Q4 		$541K Buy
6,560
+120
+2% +$9.53K 0.16% 138
2022
Q3 		$498K Buy
6,440
+220
+4% +$19K 0.15% 142
2022
Q2 		$573K Buy
6,220
+560
+10% +$52.5K 0.17% 138
2022
Q1 		$614K Buy
5,660
+600
+12% +$61.9K 0.14% 156
2021
Q4 		$654K Hold
5,060
– – 0.14% 147
2021
Q3 		$618K Buy
5,060
+500
+11% +$60.9K 0.15% 140
2021
Q2 		$513K Buy
4,560
+540
+13% +$56.8K 0.13% 152
2021
Q1 		$384K Buy
4,020
+680
+20% +$62K 0.1% 156
2020
Q4 		$280K Buy
+3,340
New +$242K 0.08% 167

Other funds holding TECH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return