BerganKDV Wealth Management’s Synopsys SNPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27	Closed	-$10.4K	–	1050
2023 Q1	$10.4K	Hold	27	–	–	﹤0.01%	600
2022 Q4	$8.62K	Hold	27	–	–	﹤0.01%	598
2022 Q3	$8K	Sell	27 -14	-34%	-$4.74K	﹤0.01%	612
2022 Q2	$12K	Hold	41	–	–	﹤0.01%	566
2022 Q1	$14K	Hold	41	–	–	﹤0.01%	565
2021 Q4	$15K	Hold	41	–	–	﹤0.01%	589
2021 Q3	$12K	Hold	41	–	–	﹤0.01%	613
2021 Q2	$11K	Hold	41	–	–	﹤0.01%	594
2021 Q1	$10K	Sell	41 -7	-15%	-$1.78K	﹤0.01%	583
2020 Q4	$12K	Buy	48 +14	+41%	+$3.23K	﹤0.01%	542
2020 Q3	$7K	Hold	34	–	–	﹤0.01%	554
2020 Q2	$7K	Sell	34 -22	-39%	-$3.63K	﹤0.01%	592
2020 Q1	$7K	Buy	56 +7	+14%	+$996	﹤0.01%	542
2019 Q4	$7K	Buy	+49	New	+$6.72K	﹤0.01%	574

Other funds holding SNPS

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

PAMS

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

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

BerganKDV Wealth Management sold out of Synopsys (SNPS) in Q2 2023, closing a stake of 27 shares — an estimated $10.4K sold.

BerganKDV Wealth Management first reported a position in SNPS in Q4 2019 and held it in 14 quarters. The position peaked at $15K in Q4 2021. 1,014 funds tracked by Wall St. Rank hold SNPS as of Q2 2023.

BerganKDV Wealth Management reported no remaining Synopsys position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 27 Synopsys shares in Q2 2023, an estimated $10.4K.
BerganKDV Wealth Management first reported a position in Synopsys in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Synopsys position peaked at $15K in Q4 2021.
1,014 funds tracked by Wall St. Rank held Synopsys as of Q2 2023.

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