BerganKDV Wealth Management’s Profire Energy, Inc PFIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$43K	Buy	+35,000	New	+$43.4K	﹤0.01%	395

Other funds holding PFIE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

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

BerganKDV Wealth Management opened a new position in Profire Energy, Inc (PFIE) in Q2 2023: 35,000 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings.

44 funds tracked by Wall St. Rank hold PFIE as of Q2 2023.

BerganKDV Wealth Management held 35,000 shares of Profire Energy, Inc worth $43K as of Q2 2023.
Profire Energy, Inc was a new BerganKDV Wealth Management position in Q2 2023.
Profire Energy, Inc made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #395 holding.
44 funds tracked by Wall St. Rank held Profire Energy, Inc as of Q2 2023.

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