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BerganKDV Wealth Management’s HUTCHMED HCM Stock Holding History

BerganKDV Wealth Management’s Portfolio HCM Stock Details HCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-68
Closed -$2K – 1088
2021
Q3 		$2K Buy
+68
New +$2.67K ﹤0.01% 882

Other funds holding HCM

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ZAM
Zeal Asset Management Central, Hong Kong $39.4M AUM 38.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's HCM Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of HUTCHMED (HCM) in Q4 2021, closing a stake of 68 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in HCM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 148 funds tracked by Wall St. Rank hold HCM as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining HUTCHMED position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 68 HUTCHMED shares in Q4 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in HUTCHMED in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's HUTCHMED position peaked at $2K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held HUTCHMED as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.