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BerganKDV Wealth Management’s 10x Genomics TXG Stock Holding History

BerganKDV Wealth Management’s Portfolio TXG Stock Details TXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$782 Hold
14
– – ﹤0.01% 777
2023
Q1 		$782 Hold
14
– – ﹤0.01% 932
2022
Q4 		$510 Buy
+14
New +$458 ﹤0.01% 947
2022
Q3 		– Sell
-10
Closed – – 1070
2022
Q2 		$0 Buy
10
+7
+233% +$363 ﹤0.01% 1071
2022
Q1 		$0 Buy
+3
New +$262 ﹤0.01% 1102

Other funds holding TXG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

BerganKDV Wealth Management held its 10x Genomics (TXG) position steady in Q2 2023 at 14 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #777.

BerganKDV Wealth Management first reported a position in TXG in Q1 2022 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold TXG as of Q2 2023.

  • BerganKDV Wealth Management held 14 shares of 10x Genomics worth $782 as of Q2 2023.
  • BerganKDV Wealth Management left its 10x Genomics share count unchanged in Q2 2023.
  • 10x Genomics made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #777 holding.
  • BerganKDV Wealth Management first reported a position in 10x Genomics in Q1 2022 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held 10x Genomics as of Q2 2023.

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