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BerganKDV Wealth Management’s Transmedics TMDX Stock Holding History

BerganKDV Wealth Management’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed – – 1066
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1065
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1098
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1124
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1092
2021
Q2 		$0 Buy
+10
New +$277 ﹤0.01% 1012

Other funds holding TMDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Sandhill Capital Partners Buffalo, New York $1.23B AUM 13.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

BerganKDV Wealth Management's TMDX Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Transmedics (TMDX) in Q3 2022, closing a stake of 10 shares.

BerganKDV Wealth Management first reported a position in TMDX in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 178 funds tracked by Wall St. Rank hold TMDX as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Transmedics position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Transmedics shares in Q3 2022.
  • BerganKDV Wealth Management first reported a position in Transmedics in Q2 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Transmedics position peaked at $0 in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Transmedics as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.