BerganKDV Wealth Management’s Standard BioTools LAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-25,000	Closed	-$116K	–	962
2019 Q3	$116K	Hold	25,000	–	–	0.02%	243
2019 Q2	$308K	Hold	25,000	–	–	0.06%	171
2019 Q1	$332K	Buy	+25,000	New	+$264K	0.07%	157

Other funds holding LAB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BerganKDV Wealth Management's LAB Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Standard BioTools (LAB) in Q4 2019, closing a stake of 25,000 shares — an estimated $116K sold.

BerganKDV Wealth Management first reported a position in LAB in Q1 2019 and held it in 3 quarters. The position peaked at $332K in Q1 2019. 99 funds tracked by Wall St. Rank hold LAB as of Q4 2019.

BerganKDV Wealth Management reported no remaining Standard BioTools position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 25,000 Standard BioTools shares in Q4 2019, an estimated $116K.
BerganKDV Wealth Management first reported a position in Standard BioTools in Q1 2019 and held it in 3 quarters.
BerganKDV Wealth Management's Standard BioTools position peaked at $332K in Q1 2019.
99 funds tracked by Wall St. Rank held Standard BioTools as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.