BerganKDV Wealth Management’s Phathom Pharmaceuticals PHAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2K	Buy	+140	New	+$1.61K	﹤0.01%	689

Other funds holding PHAT

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in Phathom Pharmaceuticals (PHAT) in Q2 2023: 140 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings.

103 funds tracked by Wall St. Rank hold PHAT as of Q2 2023.

BerganKDV Wealth Management held 140 shares of Phathom Pharmaceuticals worth $2K as of Q2 2023.
Phathom Pharmaceuticals was a new BerganKDV Wealth Management position in Q2 2023.
Phathom Pharmaceuticals made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #689 holding.
103 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2023.

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