BerganKDV Wealth Management’s Integra LifeSciences IART Stock Holding History

BerganKDV Wealth Management’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-48	Closed	-$2.76K	–	965
2023 Q1	$2.76K	Hold	48	–	–	﹤0.01%	781
2022 Q4	$2.69K	Hold	48	–	–	﹤0.01%	766
2022 Q3	$2K	Sell	48 -26	-35%	-$1.33K	﹤0.01%	811
2022 Q2	$4K	Hold	74	–	–	﹤0.01%	731
2022 Q1	$5K	Hold	74	–	–	﹤0.01%	725
2021 Q4	$5K	Hold	74	–	–	﹤0.01%	777
2021 Q3	$5K	Hold	74	–	–	﹤0.01%	749
2021 Q2	$5K	Hold	74	–	–	﹤0.01%	699
2021 Q1	$5K	Hold	74	–	–	﹤0.01%	666
2020 Q4	$5K	Buy	74 +11	+17%	+$592	﹤0.01%	655
2020 Q3	$3K	Hold	63	–	–	﹤0.01%	644
2020 Q2	$3K	Hold	63	–	–	﹤0.01%	699
2020 Q1	$3K	Buy	63 +15	+31%	+$787	﹤0.01%	666
2019 Q4	$3K	Buy	+48	New	+$2.86K	﹤0.01%	705

Other funds holding IART

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Integra LifeSciences (IART) in Q2 2023, closing a stake of 48 shares — an estimated $2.76K sold.

BerganKDV Wealth Management first reported a position in IART in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 283 funds tracked by Wall St. Rank hold IART as of Q2 2023.

BerganKDV Wealth Management reported no remaining Integra LifeSciences position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 48 Integra LifeSciences shares in Q2 2023, an estimated $2.76K.
BerganKDV Wealth Management first reported a position in Integra LifeSciences in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Integra LifeSciences position peaked at $5K in Q1 2022.
283 funds tracked by Wall St. Rank held Integra LifeSciences as of Q2 2023.

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