BWM
CABO icon

BerganKDV Wealth Management’s Cable One CABO Stock Holding History

BerganKDV Wealth Management’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$4.6K Hold
7
– – ﹤0.01% 616
2023
Q1 		$4.91K Hold
7
– – ﹤0.01% 693
2022
Q4 		$4.98K Hold
7
– – ﹤0.01% 676
2022
Q3 		$6K Sell
7
-1
-13% -$1.23K ﹤0.01% 642
2022
Q2 		$10K Buy
8
+1
+14% +$1.27K ﹤0.01% 589
2022
Q1 		$10K Hold
7
– – ﹤0.01% 607
2021
Q4 		$12K Hold
7
– – ﹤0.01% 633
2021
Q3 		$13K Hold
7
– – ﹤0.01% 590
2021
Q2 		$13K Hold
7
– – ﹤0.01% 561
2021
Q1 		$13K Hold
7
– – ﹤0.01% 539
2020
Q4 		$16K Hold
7
– – ﹤0.01% 503
2020
Q3 		$13K Hold
7
– – ﹤0.01% 475
2020
Q2 		$12K Buy
+7
New +$12.5K ﹤0.01% 512

Other funds holding CABO

Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return