BerganKDV Wealth Management’s Arista Networks ANET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$94K	Sell	2,320 -36	-2%	-$1.39K	0.01%	305
2023 Q1	$98.9K	Hold	2,356	–	–	0.01%	315
2022 Q4	$71.5K	Buy	2,356 +36	+2%	+$1.11K	0.01%	348
2022 Q3	$65K	Hold	2,320	–	–	0.01%	345
2022 Q2	$54K	Sell	2,320 -96	-4%	-$2.63K	0.01%	370
2022 Q1	$84K	Buy	2,416 +96	+4%	+$3.03K	0.01%	329
2021 Q4	$83K	Hold	2,320	–	–	0.01%	356
2021 Q3	$50K	Buy	2,320 +320	+16%	+$7.33K	0.01%	399
2021 Q2	$45K	Hold	2,000	–	–	0.01%	401
2021 Q1	$38K	Hold	2,000	–	–	﹤0.01%	399
2020 Q4	$36K	Buy	+2,000	New	+$31.7K	0.01%	391

Other funds holding ANET

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Arista Networks (ANET) stake by 1.5% in Q2 2023, selling an estimated $1.39K and leaving 2,320 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #305.

BerganKDV Wealth Management first reported a position in ANET in Q4 2020 and has held it in 11 quarters since. The position peaked at $98.9K in Q1 2023. 956 funds tracked by Wall St. Rank hold ANET as of Q2 2023.

BerganKDV Wealth Management held 2,320 shares of Arista Networks worth $94K as of Q2 2023.
BerganKDV Wealth Management sold 36 Arista Networks shares in Q2 2023, an estimated $1.39K.
Arista Networks made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #305 holding.
BerganKDV Wealth Management first reported a position in Arista Networks in Q4 2020 and has held it in 11 quarters since.
BerganKDV Wealth Management's Arista Networks position peaked at $98.9K in Q1 2023.
956 funds tracked by Wall St. Rank held Arista Networks as of Q2 2023.

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