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BerganKDV Wealth Management’s Castle Biosciences CSTL Stock Holding History

BerganKDV Wealth Management’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$7.2K Buy
+525
New +$10.6K ﹤0.01% 581

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in Castle Biosciences (CSTL) in Q2 2023: 525 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

130 funds tracked by Wall St. Rank hold CSTL as of Q2 2023.

  • BerganKDV Wealth Management held 525 shares of Castle Biosciences worth $7.2K as of Q2 2023.
  • Castle Biosciences was a new BerganKDV Wealth Management position in Q2 2023.
  • Castle Biosciences made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #581 holding.
  • 130 funds tracked by Wall St. Rank held Castle Biosciences as of Q2 2023.

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