BWM
SRXH

BerganKDV Wealth Management’s SRX Global SRXH Stock Holding History

BerganKDV Wealth Management’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.15K Buy
+8
New +$5.56K ﹤0.01% 649

Other funds holding SRXH

MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in SRX Global (SRXH) in Q2 2023: 8 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

20 funds tracked by Wall St. Rank hold SRXH as of Q2 2023.

  • BerganKDV Wealth Management held 8 shares of SRX Global worth $3.15K as of Q2 2023.
  • SRX Global was a new BerganKDV Wealth Management position in Q2 2023.
  • SRX Global made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #649 holding.
  • 20 funds tracked by Wall St. Rank held SRX Global as of Q2 2023.

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