BWM
BBLN

BerganKDV Wealth Management’s Babylon Holdings Limited BBLN Stock Holding History

BerganKDV Wealth Management’s Portfolio BBLN Stock Details BBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-60
Closed -$306 – 1101
2023
Q1 		$306 Hold
60
– – ﹤0.01% 1016
2022
Q4 		$405 Hold
60
– – ﹤0.01% 971
2022
Q3 		$1K Hold
60
– – ﹤0.01% 952
2022
Q2 		$1K Hold
60
– – ﹤0.01% 959
2022
Q1 		$6K Hold
60
– – ﹤0.01% 709
2021
Q4 		$9K Buy
+60
New +$12.8K ﹤0.01% 686

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Nisa Investment Advisors
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Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Babylon Holdings Limited (BBLN) in Q2 2023, closing a stake of 60 shares — an estimated $306 sold.

BerganKDV Wealth Management first reported a position in BBLN in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 6 funds tracked by Wall St. Rank hold BBLN as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Babylon Holdings Limited position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 60 Babylon Holdings Limited shares in Q2 2023, an estimated $306.
  • BerganKDV Wealth Management first reported a position in Babylon Holdings Limited in Q4 2021 and held it in 6 quarters.
  • BerganKDV Wealth Management's Babylon Holdings Limited position peaked at $9K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Babylon Holdings Limited as of Q2 2023.

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