BerganKDV Wealth Management’s Procore PCOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$586	Hold	9	–	–	﹤0.01%	800
2023 Q1	$564	Hold	9	–	–	﹤0.01%	959
2022 Q4	$425	Hold	9	–	–	﹤0.01%	961
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1037
2022 Q2	$0	Buy	+9	New	+$442	﹤0.01%	1037

Other funds holding PCOR

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

BerganKDV Wealth Management held its Procore (PCOR) position steady in Q2 2023 at 9 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #800.

BerganKDV Wealth Management first reported a position in PCOR in Q2 2022 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold PCOR as of Q2 2023.

BerganKDV Wealth Management held 9 shares of Procore worth $586 as of Q2 2023.
BerganKDV Wealth Management left its Procore share count unchanged in Q2 2023.
Procore made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #800 holding.
BerganKDV Wealth Management first reported a position in Procore in Q2 2022 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Procore as of Q2 2023.

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