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BerganKDV Wealth Management’s Natera NTRA Stock Holding History

BerganKDV Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$584 Hold
12
– – ﹤0.01% 801
2023
Q1 		$667 Hold
12
– – ﹤0.01% 947
2022
Q4 		$482 Hold
12
– – ﹤0.01% 952
2022
Q3 		$1K Hold
12
– – ﹤0.01% 912
2022
Q2 		$0 Buy
+12
New +$444 ﹤0.01% 1031

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

BerganKDV Wealth Management held its Natera (NTRA) position steady in Q2 2023 at 12 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #801.

BerganKDV Wealth Management first reported a position in NTRA in Q2 2022 and has held it in 5 quarters since. The position peaked at $1K in Q3 2022. 318 funds tracked by Wall St. Rank hold NTRA as of Q2 2023.

  • BerganKDV Wealth Management held 12 shares of Natera worth $584 as of Q2 2023.
  • BerganKDV Wealth Management left its Natera share count unchanged in Q2 2023.
  • Natera made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #801 holding.
  • BerganKDV Wealth Management first reported a position in Natera in Q2 2022 and has held it in 5 quarters since.
  • BerganKDV Wealth Management's Natera position peaked at $1K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held Natera as of Q2 2023.

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