BWM
ALBO

BerganKDV Wealth Management’s Albireo Pharma Inc ALBO Stock Holding History

BerganKDV Wealth Management’s Portfolio ALBO Stock Details ALBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-300
Closed -$11K – 1113
2021
Q2 		$11K Hold
300
– – ﹤0.01% 600
2021
Q1 		$11K Hold
300
– – ﹤0.01% 570
2020
Q4 		$11K Hold
300
– – ﹤0.01% 564
2020
Q3 		$10K Sell
300
-50
-14% -$1.46K ﹤0.01% 510
2020
Q2 		$9K Buy
350
+175
+100% +$4.13K ﹤0.01% 559
2020
Q1 		$3K Hold
175
– – ﹤0.01% 706
2019
Q4 		$4K Buy
+175
New +$3.5K ﹤0.01% 688

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

BerganKDV Wealth Management's ALBO Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Albireo Pharma Inc (ALBO) in Q3 2021, closing a stake of 300 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in ALBO in Q4 2019 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 94 funds tracked by Wall St. Rank hold ALBO as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Albireo Pharma Inc position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 300 Albireo Pharma Inc shares in Q3 2021, an estimated $11K.
  • BerganKDV Wealth Management first reported a position in Albireo Pharma Inc in Q4 2019 and held it in 7 quarters.
  • BerganKDV Wealth Management's Albireo Pharma Inc position peaked at $11K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Albireo Pharma Inc as of Q3 2021.

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