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BerganKDV Wealth Management’s Utah Medical Products UTMD Stock Holding History

BerganKDV Wealth Management’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-400
Closed -$35K – 1008
2020
Q2 		$35K Buy
+400
New +$35.9K 0.01% 389

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

BerganKDV Wealth Management's UTMD Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Utah Medical Products (UTMD) in Q3 2020, closing a stake of 400 shares — an estimated $35K sold.

BerganKDV Wealth Management first reported a position in UTMD in Q2 2020 and held it in 1 quarter. The position peaked at $35K in Q2 2020. 85 funds tracked by Wall St. Rank hold UTMD as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Utah Medical Products position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 Utah Medical Products shares in Q3 2020, an estimated $35K.
  • BerganKDV Wealth Management first reported a position in Utah Medical Products in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Utah Medical Products position peaked at $35K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.