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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 $6.73T AUM 46.02% 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 $5.91B AUM 53.97% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's PRLB Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Protolabs (PRLB) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in PRLB in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 236 funds tracked by Wall St. Rank hold PRLB as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Protolabs position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Protolabs shares in Q1 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Protolabs in Q2 2018 and held it in 4 quarters.
  • BerganKDV Wealth Management's Protolabs position peaked at $13K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Protolabs as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.