BerganKDV Wealth Management’s Neuropace NPCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.89K	Hold	420	–	–	﹤0.01%	695
2023 Q1	$1.95K	Hold	420	–	–	﹤0.01%	833
2022 Q4	$626	Hold	420	–	–	﹤0.01%	932
2022 Q3	$2K	Hold	420	–	–	﹤0.01%	820
2022 Q2	$2K	Hold	420	–	–	﹤0.01%	840
2022 Q1	$3K	Hold	420	–	–	﹤0.01%	814
2021 Q4	$4K	Hold	420	–	–	﹤0.01%	824
2021 Q3	$7K	Hold	420	–	–	﹤0.01%	699
2021 Q2	$10K	Buy	+420	New	+$9.75K	﹤0.01%	607

Other funds holding NPCE

KCK Ltd Hamilton, Bermuda $15.1M AUM 30.14% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management held its Neuropace (NPCE) position steady in Q2 2023 at 420 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

BerganKDV Wealth Management first reported a position in NPCE in Q2 2021 and has held it in 9 quarters since. The position peaked at $10K in Q2 2021. 22 funds tracked by Wall St. Rank hold NPCE as of Q2 2023.

BerganKDV Wealth Management held 420 shares of Neuropace worth $1.89K as of Q2 2023.
BerganKDV Wealth Management left its Neuropace share count unchanged in Q2 2023.
Neuropace made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #695 holding.
BerganKDV Wealth Management first reported a position in Neuropace in Q2 2021 and has held it in 9 quarters since.
BerganKDV Wealth Management's Neuropace position peaked at $10K in Q2 2021.
22 funds tracked by Wall St. Rank held Neuropace as of Q2 2023.

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