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BerganKDV Wealth Management’s CryoPort CYRX Stock Holding History

BerganKDV Wealth Management’s Portfolio CYRX Stock Details CYRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$86.3K Sell
5,000
-501
-9% -$10.3K 0.01% 319
2023
Q1 		$132K Buy
5,501
+500
+10% +$10.9K 0.01% 279
2022
Q4 		$86.8K Hold
5,001
– – 0.01% 327
2022
Q3 		$122K Sell
5,001
-2,999
-37% -$103K 0.01% 267
2022
Q2 		$248K Hold
8,000
– – 0.03% 228
2022
Q1 		$279K Buy
8,000
+1,750
+28% +$66.2K 0.03% 222
2021
Q4 		$370K Buy
6,250
+1,049
+20% +$72.6K 0.04% 215
2021
Q3 		$346K Buy
5,201
+200
+4% +$12.3K 0.04% 210
2021
Q2 		$316K Sell
5,001
-1,999
-29% -$113K 0.04% 213
2021
Q1 		$364K Sell
7,000
-3,500
-33% -$213K 0.05% 189
2020
Q4 		$461K Hold
10,500
– – 0.06% 168
2020
Q3 		$498K Sell
10,500
-1,045
-9% -$42.3K 0.08% 151
2020
Q2 		$349K Hold
11,545
– – 0.06% 182
2020
Q1 		$197K Sell
11,545
-999
-8% -$17.5K 0.04% 206
2019
Q4 		$206K Buy
12,544
+1
+0% +$15 0.04% 222
2019
Q3 		$205K Sell
12,543
-3,000
-19% -$60.1K 0.04% 203
2019
Q2 		$285K Sell
15,543
-1,000
-6% -$15.9K 0.06% 177
2019
Q1 		$214K Sell
16,543
-2,100
-11% -$22.8K 0.04% 205
2018
Q4 		$206K Hold
18,643
– – 0.05% 181
2018
Q3 		$239K Buy
18,643
+100
+0.5% +$1.43K 0.05% 191
2018
Q2 		$293K Sell
18,543
-1,900
-9% -$20.2K 0.07% 159
2018
Q1 		$176K Sell
20,443
-4,584
-18% -$40.5K 0.05% 187
2017
Q4 		$215K Buy
25,027
+3,512
+16% +$27.5K 0.05% 190
2017
Q3 		$212K Sell
21,515
-4,235
-16% -$31.1K 0.05% 186
2017
Q2 		$127K Buy
25,750
+15,750
+158% +$51.4K 0.04% 169
2017
Q1 		$24K Buy
+10,000
New +$32.8K 0.01% 169

Other funds holding CYRX

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its CryoPort (CYRX) stake by 9.1% in Q2 2023, selling an estimated $10.3K and leaving 5,000 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #319.

BerganKDV Wealth Management first reported a position in CYRX in Q1 2017 and has held it in 26 quarters since. The position peaked at $498K in Q3 2020. 177 funds tracked by Wall St. Rank hold CYRX as of Q2 2023.

  • BerganKDV Wealth Management held 5,000 shares of CryoPort worth $86.3K as of Q2 2023.
  • BerganKDV Wealth Management sold 501 CryoPort shares in Q2 2023, an estimated $10.3K.
  • CryoPort made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #319 holding.
  • BerganKDV Wealth Management first reported a position in CryoPort in Q1 2017 and has held it in 26 quarters since.
  • BerganKDV Wealth Management's CryoPort position peaked at $498K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held CryoPort as of Q2 2023.

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