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BWM
BerganKDV Wealth Management’s
Carnival Corporation Ltd
CCL
Stock Holding History
BerganKDV Wealth Management’s Portfolio
CCL Stock Details
CCL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$4.85K
Hold
258
–
–
﹤0.01%
613
2023
Q1
$2.61K
Hold
258
–
–
﹤0.01%
791
2022
Q4
$2.08K
Buy
258
+54
+26%
+$465
﹤0.01%
793
2022
Q3
$1K
Hold
204
–
–
﹤0.01%
866
2022
Q2
$2K
Sell
204
-47
-19%
-$690
﹤0.01%
811
2022
Q1
$5K
Buy
251
+47
+23%
+$950
﹤0.01%
715
2021
Q4
$4K
Sell
204
-117
-36%
-$2.5K
﹤0.01%
800
2021
Q3
$8K
Buy
321
+7
+2%
+$163
﹤0.01%
670
2021
Q2
$8K
Buy
314
+35
+13%
+$980
﹤0.01%
636
2021
Q1
$7K
Buy
279
+75
+37%
+$1.77K
﹤0.01%
622
2020
Q4
$4K
Sell
204
-100
-33%
-$1.78K
﹤0.01%
679
2020
Q3
$5K
Hold
304
–
–
﹤0.01%
572
2020
Q2
$5K
Buy
304
+91
+43%
+$1.36K
﹤0.01%
623
2020
Q1
$3K
Buy
213
+204
+2,267%
+$7.26K
﹤0.01%
651
2019
Q4
$0
Buy
+9
New
+$402
﹤0.01%
937
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Bessemer Group
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$63.6B AUM
28.76%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Two Sigma Investments
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$121B AUM
33.93%
1-Year Est. Return
Two Sigma Advisers
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$51.4B AUM
31.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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