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BerganKDV Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

BerganKDV Wealth Management’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed – – 1094
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1050
2022
Q2 		$0 Buy
+5
New +$308 ﹤0.01% 1049

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BerganKDV Wealth Management's RARE Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Ultragenyx Pharmaceutical (RARE) in Q4 2022, closing a stake of 5 shares.

BerganKDV Wealth Management first reported a position in RARE in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 227 funds tracked by Wall St. Rank hold RARE as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Ultragenyx Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Ultragenyx Pharmaceutical shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q2 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Ultragenyx Pharmaceutical position peaked at $0 in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.