BerganKDV Wealth Management’s Achieve Life Sciences ACHV Stock Holding History

BerganKDV Wealth Management’s Portfolio ACHV Stock Details ACHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$25.9K	Buy	+5,000	New	+$35.1K	﹤0.01%	463

Other funds holding ACHV

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's ACHV Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Achieve Life Sciences (ACHV) in Q2 2023: 5,000 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

39 funds tracked by Wall St. Rank hold ACHV as of Q2 2023.

BerganKDV Wealth Management held 5,000 shares of Achieve Life Sciences worth $25.9K as of Q2 2023.
Achieve Life Sciences was a new BerganKDV Wealth Management position in Q2 2023.
Achieve Life Sciences made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #463 holding.
39 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.