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BerganKDV Wealth Management’s Medpace MEDP Stock Holding History

BerganKDV Wealth Management’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$2.63K – 989
2023
Q1 		$2.63K Buy
+14
New +$2.9K ﹤0.01% 789

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Medpace (MEDP) in Q2 2023, closing a stake of 14 shares — an estimated $2.63K sold.

BerganKDV Wealth Management first reported a position in MEDP in Q1 2023 and held it in 1 quarter. The position peaked at $2.63K in Q1 2023. 464 funds tracked by Wall St. Rank hold MEDP as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Medpace position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 14 Medpace shares in Q2 2023, an estimated $2.63K.
  • BerganKDV Wealth Management first reported a position in Medpace in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Medpace position peaked at $2.63K in Q1 2023.
  • 464 funds tracked by Wall St. Rank held Medpace as of Q2 2023.

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