BerganKDV Wealth Management’s American Homes 4 Rent AMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.13K	Hold	60	–	–	﹤0.01%	682
2023 Q1	$1.89K	Sell	60 -223	-79%	-$7.11K	﹤0.01%	838
2022 Q4	$8.53K	Buy	283 +223	+372%	+$7.07K	﹤0.01%	601
2022 Q3	$2K	Sell	60 -1	-2%	-$36	﹤0.01%	785
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	804
2022 Q1	$2K	Hold	61	–	–	﹤0.01%	832
2021 Q4	$3K	Hold	61	–	–	﹤0.01%	841
2021 Q3	$2K	Hold	61	–	–	﹤0.01%	859
2021 Q2	$2K	Sell	61 -300	-83%	-$11.1K	﹤0.01%	791
2021 Q1	$12K	Buy	361 +300	+492%	+$9.35K	﹤0.01%	551
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	756
2020 Q3	$2K	Hold	61	–	–	﹤0.01%	676
2020 Q2	$2K	Buy	+61	New	+$1.52K	﹤0.01%	727

Other funds holding AMH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BerganKDV Wealth Management held its American Homes 4 Rent (AMH) position steady in Q2 2023 at 60 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

BerganKDV Wealth Management first reported a position in AMH in Q2 2020 and has held it in 13 quarters since. The position peaked at $12K in Q1 2021. 376 funds tracked by Wall St. Rank hold AMH as of Q2 2023.

BerganKDV Wealth Management held 60 shares of American Homes 4 Rent worth $2.13K as of Q2 2023.
BerganKDV Wealth Management left its American Homes 4 Rent share count unchanged in Q2 2023.
American Homes 4 Rent made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #682 holding.
BerganKDV Wealth Management first reported a position in American Homes 4 Rent in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's American Homes 4 Rent position peaked at $12K in Q1 2021.
376 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2023.

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