BWM
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BerganKDV Wealth Management’s Electromed ELMD Stock Holding History

BerganKDV Wealth Management’s Portfolio ELMD Stock Details ELMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-404
Closed -$4K – 961
2020
Q3 		$4K Hold
404
– – ﹤0.01% 604
2020
Q2 		$6K Hold
404
– – ﹤0.01% 604
2020
Q1 		$5K Buy
+404
New +$4.13K ﹤0.01% 579

Other funds holding ELMD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's ELMD Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Electromed (ELMD) in Q4 2020, closing a stake of 404 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in ELMD in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 64 funds tracked by Wall St. Rank hold ELMD as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Electromed position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 404 Electromed shares in Q4 2020, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Electromed in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Electromed position peaked at $6K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Electromed as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.