BerganKDV Wealth Management’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-181	Closed	-$3K	–	1024
2020 Q3	$3K	Hold	181	–	–	﹤0.01%	667
2020 Q2	$3K	Hold	181	–	–	﹤0.01%	723
2020 Q1	$2K	Sell	181 -1	-0.5%	-$14	﹤0.01%	762
2019 Q4	$4K	Hold	182	–	–	﹤0.01%	684
2019 Q3	$3K	Hold	182	–	–	﹤0.01%	618
2019 Q2	$2K	Hold	182	–	–	﹤0.01%	681
2019 Q1	$3K	Hold	182	–	–	﹤0.01%	646
2018 Q4	$2K	Hold	182	–	–	﹤0.01%	626
2018 Q3	$4K	Hold	182	–	–	﹤0.01%	554
2018 Q2	$8K	Buy	+182	New	+$8.34K	﹤0.01%	530

Other funds holding LUMO

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

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

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BerganKDV Wealth Management sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q4 2020, closing a stake of 181 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in LUMO in Q2 2018 and held it in 10 quarters. The position peaked at $8K in Q2 2018. 47 funds tracked by Wall St. Rank hold LUMO as of Q4 2020.

BerganKDV Wealth Management reported no remaining Lumos Pharma, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 181 Lumos Pharma, Inc. Common Stock shares in Q4 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in Lumos Pharma, Inc. Common Stock in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's Lumos Pharma, Inc. Common Stock position peaked at $8K in Q2 2018.
47 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q4 2020.

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