BWM
TWKS

BerganKDV Wealth Management’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

BerganKDV Wealth Management’s Portfolio TWKS Stock Details TWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-39
Closed -$288 – 1098
2023
Q1 		$288 Hold
39
– – ﹤0.01% 1021
2022
Q4 		$397 Buy
+39
New +$362 ﹤0.01% 974

Other funds holding TWKS

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q2 2023, closing a stake of 39 shares — an estimated $288 sold.

BerganKDV Wealth Management first reported a position in TWKS in Q4 2022 and held it in 2 quarters. The position peaked at $397 in Q4 2022. 132 funds tracked by Wall St. Rank hold TWKS as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 39 Thoughtworks Holding, Inc. Common Stock shares in Q2 2023, an estimated $288.
  • BerganKDV Wealth Management first reported a position in Thoughtworks Holding, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Thoughtworks Holding, Inc. Common Stock position peaked at $397 in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q2 2023.

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