BerganKDV Wealth Management’s Bruker BRKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-52	Closed	-$4.12K	–	892
2023 Q1	$4.12K	Hold	52	–	–	﹤0.01%	718
2022 Q4	$3.57K	Sell	52 -13	-20%	-$826	﹤0.01%	720
2022 Q3	$3K	Sell	65 -48	-42%	-$2.87K	﹤0.01%	743
2022 Q2	$7K	Hold	113	–	–	﹤0.01%	633
2022 Q1	$7K	Hold	113	–	–	﹤0.01%	659
2021 Q4	$9K	Hold	113	–	–	﹤0.01%	671
2021 Q3	$9K	Hold	113	–	–	﹤0.01%	645
2021 Q2	$9K	Hold	113	–	–	﹤0.01%	621
2021 Q1	$7K	Hold	113	–	–	﹤0.01%	621
2020 Q4	$6K	Buy	113 +28	+33%	+$1.34K	﹤0.01%	628
2020 Q3	$3K	Hold	85	–	–	﹤0.01%	630
2020 Q2	$3K	Hold	85	–	–	﹤0.01%	687
2020 Q1	$3K	Buy	85 +20	+31%	+$927	﹤0.01%	649
2019 Q4	$3K	Buy	+65	New	+$3.1K	﹤0.01%	698

Other funds holding BRKR

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Bruker (BRKR) in Q2 2023, closing a stake of 52 shares — an estimated $4.12K sold.

BerganKDV Wealth Management first reported a position in BRKR in Q4 2019 and held it in 14 quarters. The position peaked at $9K in Q4 2021. 359 funds tracked by Wall St. Rank hold BRKR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Bruker position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 52 Bruker shares in Q2 2023, an estimated $4.12K.
BerganKDV Wealth Management first reported a position in Bruker in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Bruker position peaked at $9K in Q4 2021.
359 funds tracked by Wall St. Rank held Bruker as of Q2 2023.

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