BerganKDV Wealth Management’s Revvity RVTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23	Closed	-$3.07K	–	1040
2023 Q1	$3.07K	Hold	23	–	–	﹤0.01%	767
2022 Q4	$3.23K	Hold	23	–	–	﹤0.01%	740
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	773
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	787
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	771
2021 Q4	$5K	Hold	23	–	–	﹤0.01%	784
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	789
2021 Q2	$4K	Hold	23	–	–	﹤0.01%	739
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	750
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	745
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	657
2020 Q2	$2K	Sell	23 -12	-34%	-$1.1K	﹤0.01%	783
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	687
2019 Q4	$3K	Buy	+35	New	+$3.12K	﹤0.01%	720

Other funds holding RVTY

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return