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BerganKDV Wealth Management’s Clean Harbors CLH Stock Holding History

BerganKDV Wealth Management’s Portfolio CLH Stock Details CLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-115
Closed -$13.1K – 1069
2022
Q4 		$13.1K Buy
+115
New +$13.4K ﹤0.01% 545

Other funds holding CLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BerganKDV Wealth Management's CLH Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Clean Harbors (CLH) in Q1 2023, closing a stake of 115 shares — an estimated $13.1K sold.

BerganKDV Wealth Management first reported a position in CLH in Q4 2022 and held it in 1 quarter. The position peaked at $13.1K in Q4 2022. 404 funds tracked by Wall St. Rank hold CLH as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Clean Harbors position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 115 Clean Harbors shares in Q1 2023, an estimated $13.1K.
  • BerganKDV Wealth Management first reported a position in Clean Harbors in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Clean Harbors position peaked at $13.1K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held Clean Harbors as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.