BWM
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BerganKDV Wealth Management’s Protolabs PRLB Stock Holding History

BerganKDV Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10
Closed -$1K – 1078
2021
Q4 		$1K Buy
+10
New +$590 ﹤0.01% 1004
2019
Q1 		– Sell
-83
Closed -$9K – 750
2018
Q4 		$9K Hold
83
– – ﹤0.01% 499
2018
Q3 		$13K Hold
83
– – ﹤0.01% 457
2018
Q2 		$10K Buy
+83
New +$10.2K ﹤0.01% 508

Other funds holding PRLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return