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BerganKDV Wealth Management’s Adaptive Biotechnologies ADPT Stock Holding History

BerganKDV Wealth Management’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18
Closed -$1K – 990
2021
Q4 		$1K Buy
+18
New +$552 ﹤0.01% 954

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MCMC
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Vanguard Group
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BG
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's ADPT Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Adaptive Biotechnologies (ADPT) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in ADPT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 221 funds tracked by Wall St. Rank hold ADPT as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Adaptive Biotechnologies position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 18 Adaptive Biotechnologies shares in Q1 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Adaptive Biotechnologies in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Adaptive Biotechnologies position peaked at $1K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.