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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Revvity (RVTY) in Q2 2023, closing a stake of 23 shares — an estimated $3.07K sold.

BerganKDV Wealth Management first reported a position in RVTY in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 529 funds tracked by Wall St. Rank hold RVTY as of Q2 2023.

BerganKDV Wealth Management reported no remaining Revvity position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 23 Revvity shares in Q2 2023, an estimated $3.07K.
BerganKDV Wealth Management first reported a position in Revvity in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Revvity position peaked at $5K in Q4 2021.
529 funds tracked by Wall St. Rank held Revvity as of Q2 2023.

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