BerganKDV Wealth Management’s Xperi XPER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$6.58K	Hold	500	–	–	﹤0.01%	586
2023 Q1	$5.46K	Buy	+500	New	+$5.21K	﹤0.01%	683

Other funds holding XPER

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

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BerganKDV Wealth Management held its Xperi (XPER) position steady in Q2 2023 at 500 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

BerganKDV Wealth Management first reported a position in XPER in Q1 2023 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold XPER as of Q2 2023.

BerganKDV Wealth Management held 500 shares of Xperi worth $6.58K as of Q2 2023.
BerganKDV Wealth Management left its Xperi share count unchanged in Q2 2023.
Xperi made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #586 holding.
BerganKDV Wealth Management first reported a position in Xperi in Q1 2023 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held Xperi as of Q2 2023.

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