BerganKDV Wealth Management’s Arrow Electronics ARW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17	Closed	-$2.12K	–	876
2023 Q1	$2.12K	Sell	17 -1	-6%	-$119	﹤0.01%	822
2022 Q4	$1.88K	Sell	18 -8	-31%	-$826	﹤0.01%	809
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	787
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	752
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	785
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	843
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	803
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	750
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	720
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	717
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	679
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	730
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	785
2019 Q4	$2K	Buy	+26	New	+$2.07K	﹤0.01%	748

Other funds holding ARW

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Arrow Electronics (ARW) in Q2 2023, closing a stake of 17 shares — an estimated $2.12K sold.

BerganKDV Wealth Management first reported a position in ARW in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q2 2022. 473 funds tracked by Wall St. Rank hold ARW as of Q2 2023.

BerganKDV Wealth Management reported no remaining Arrow Electronics position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 17 Arrow Electronics shares in Q2 2023, an estimated $2.12K.
BerganKDV Wealth Management first reported a position in Arrow Electronics in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Arrow Electronics position peaked at $3K in Q2 2022.
473 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2023.

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