BerganKDV Wealth Management’s Aptiv APTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20	Closed	-$2.24K	–	873
2023 Q1	$2.24K	Sell	20 -2	-9%	-$221	﹤0.01%	808
2022 Q4	$2.05K	Buy	22 +2	+10%	+$190	﹤0.01%	796
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	786
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	805
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	833
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	842
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	802
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	749
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	719
2020 Q4	$3K	Sell	20 -3	-13%	-$333	﹤0.01%	716
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	678
2020 Q2	$2K	Buy	23 +8	+53%	+$551	﹤0.01%	729
2020 Q1	$1K	Buy	15 +3	+25%	+$235	﹤0.01%	784
2019 Q4	$1K	Buy	+12	New	+$1.1K	﹤0.01%	819

Other funds holding APTV

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Aptiv (APTV) in Q2 2023, closing a stake of 20 shares — an estimated $2.24K sold.

BerganKDV Wealth Management first reported a position in APTV in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 733 funds tracked by Wall St. Rank hold APTV as of Q2 2023.

BerganKDV Wealth Management reported no remaining Aptiv position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 20 Aptiv shares in Q2 2023, an estimated $2.24K.
BerganKDV Wealth Management first reported a position in Aptiv in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Aptiv position peaked at $3K in Q4 2021.
733 funds tracked by Wall St. Rank held Aptiv as of Q2 2023.

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