BWM
CRDF icon

BerganKDV Wealth Management’s Cardiff Oncology CRDF Stock Holding History

BerganKDV Wealth Management’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2 Buy
+1
New +$2 ﹤0.01% 862
2021
Q4 		– Sell
-1
Closed – – 1066
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1046
2021
Q2 		$0 Hold
1
– – ﹤0.01% 986
2021
Q1 		$0 Hold
1
– – ﹤0.01% 941
2020
Q4 		$0 Hold
1
– – ﹤0.01% 952
2020
Q3 		$0 Hold
1
– – ﹤0.01% 920
2020
Q2 		$0 Buy
+1
New +$2 ﹤0.01% 978

Other funds holding CRDF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in Cardiff Oncology (CRDF) in Q2 2023: 1 share worth $2. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in CRDF as recently as Q3 2021.

BerganKDV Wealth Management first reported a position in CRDF in Q2 2020 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold CRDF as of Q2 2023.

  • BerganKDV Wealth Management held 1 share of Cardiff Oncology worth $2 as of Q2 2023.
  • Cardiff Oncology was a new BerganKDV Wealth Management position in Q2 2023.
  • Cardiff Oncology made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #862 holding.
  • BerganKDV Wealth Management first reported a position in Cardiff Oncology in Q2 2020 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2023.

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