BerganKDV Wealth Management’s Teleflex TFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$727	Sell	3 -5	-63%	-$1.25K	﹤0.01%	782
2023 Q1	$2.03K	Hold	8	–	–	﹤0.01%	830
2022 Q4	$2K	Buy	8 +3	+60%	+$662	﹤0.01%	800
2022 Q3	$1K	Sell	5 -4	-44%	-$957	﹤0.01%	930
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	855
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	819
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	881
2021 Q3	$3K	Hold	9	–	–	﹤0.01%	843
2021 Q2	$4K	Hold	9	–	–	﹤0.01%	742
2021 Q1	$4K	Hold	9	–	–	﹤0.01%	706
2020 Q4	$4K	Buy	9 +4	+80%	+$1.48K	﹤0.01%	706
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	731
2020 Q2	$2K	Sell	5 -9	-64%	-$3.11K	﹤0.01%	791
2020 Q1	$4K	Hold	14	–	–	﹤0.01%	634
2019 Q4	$5K	Buy	+14	New	+$4.82K	﹤0.01%	631

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Teleflex (TFX) stake by 63% in Q2 2023, selling an estimated $1.25K and leaving 3 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #782.

BerganKDV Wealth Management first reported a position in TFX in Q4 2019 and has held it in 15 quarters since. The position peaked at $5K in Q4 2019. 482 funds tracked by Wall St. Rank hold TFX as of Q2 2023.

BerganKDV Wealth Management held 3 shares of Teleflex worth $727 as of Q2 2023.
BerganKDV Wealth Management sold 5 Teleflex shares in Q2 2023, an estimated $1.25K.
Teleflex made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #782 holding.
BerganKDV Wealth Management first reported a position in Teleflex in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Teleflex position peaked at $5K in Q4 2019.
482 funds tracked by Wall St. Rank held Teleflex as of Q2 2023.

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