BerganKDV Wealth Management’s Bausch Health BHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-50	Closed	–	–	1052
2022 Q3	$0	Buy	+50	New	+$347	﹤0.01%	970
2019 Q2	–	Sell	-500	Closed	-$12K	–	732
2019 Q1	$12K	Hold	500	–	–	﹤0.01%	500
2018 Q4	$9K	Sell	500 -500	-50%	-$11.9K	﹤0.01%	491
2018 Q3	$26K	Hold	1,000	–	–	0.01%	392
2018 Q2	$23K	Buy	+1,000	New	+$20.7K	0.01%	415

Other funds holding BHC

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

BerganKDV Wealth Management's BHC Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Bausch Health (BHC) in Q4 2022, closing a stake of 50 shares.

BerganKDV Wealth Management first reported a position in BHC in Q2 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 262 funds tracked by Wall St. Rank hold BHC as of Q4 2022.

BerganKDV Wealth Management reported no remaining Bausch Health position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 50 Bausch Health shares in Q4 2022.
BerganKDV Wealth Management first reported a position in Bausch Health in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's Bausch Health position peaked at $26K in Q3 2018.
262 funds tracked by Wall St. Rank held Bausch Health as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.