BWM
ONC

BerganKDV Wealth Management’s BeOne Medicines Ltd ONC Stock Holding History

BerganKDV Wealth Management’s Portfolio ONC Stock Details ONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13
Closed -$2K – 1088
2022
Q2 		$2K Hold
13
– – ﹤0.01% 865
2022
Q1 		$2K Hold
13
– – ﹤0.01% 887
2021
Q4 		$4K Sell
13
-3
-19% -$1.01K ﹤0.01% 838
2021
Q3 		$6K Buy
+16
New +$5.23K ﹤0.01% 733

Other funds holding ONC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

BerganKDV Wealth Management's ONC Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of BeOne Medicines Ltd (ONC) in Q3 2022, closing a stake of 13 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in ONC in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 222 funds tracked by Wall St. Rank hold ONC as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining BeOne Medicines Ltd position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 13 BeOne Medicines Ltd shares in Q3 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in BeOne Medicines Ltd in Q3 2021 and held it in 4 quarters.
  • BerganKDV Wealth Management's BeOne Medicines Ltd position peaked at $6K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.