BerganKDV Wealth Management’s Stratasys SSYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$533	Hold	30	–	–	﹤0.01%	809
2023 Q1	$496	Hold	30	–	–	﹤0.01%	974
2022 Q4	$356	Hold	30	–	–	﹤0.01%	982
2022 Q3	$0	Hold	30	–	–	﹤0.01%	1062
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	934
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	961
2021 Q4	$1K	Sell	30 -100	-77%	-$2.79K	﹤0.01%	1014
2021 Q3	$3K	Hold	130	–	–	﹤0.01%	842
2021 Q2	$3K	Buy	+130	New	+$2.96K	﹤0.01%	780

Other funds holding SSYS

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

BerganKDV Wealth Management held its Stratasys (SSYS) position steady in Q2 2023 at 30 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #809.

BerganKDV Wealth Management first reported a position in SSYS in Q2 2021 and has held it in 9 quarters since. The position peaked at $3K in Q3 2021. 176 funds tracked by Wall St. Rank hold SSYS as of Q2 2023.

BerganKDV Wealth Management held 30 shares of Stratasys worth $533 as of Q2 2023.
BerganKDV Wealth Management left its Stratasys share count unchanged in Q2 2023.
Stratasys made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #809 holding.
BerganKDV Wealth Management first reported a position in Stratasys in Q2 2021 and has held it in 9 quarters since.
BerganKDV Wealth Management's Stratasys position peaked at $3K in Q3 2021.
176 funds tracked by Wall St. Rank held Stratasys as of Q2 2023.

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