BerganKDV Wealth Management’s Coty COTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-54	Closed	-$652	–	909
2023 Q1	$652	Hold	54	–	–	﹤0.01%	951
2022 Q4	$462	Hold	54	–	–	﹤0.01%	958
2022 Q3	$0	Hold	54	–	–	﹤0.01%	981
2022 Q2	$0	Hold	54	–	–	﹤0.01%	982
2022 Q1	$0	Hold	54	–	–	﹤0.01%	1009
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	968
2021 Q3	$0	Hold	54	–	–	﹤0.01%	1045
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	894
2021 Q1	$0	Hold	54	–	–	﹤0.01%	940
2020 Q4	$0	Buy	+54	New	+$278	﹤0.01%	950
2020 Q2	–	Sell	-95	Closed	–	–	975
2020 Q1	$0	Hold	95	–	–	﹤0.01%	932
2019 Q4	$1K	Buy	+95	New	+$1.08K	﹤0.01%	833

Other funds holding COTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Coty (COTY) in Q2 2023, closing a stake of 54 shares — an estimated $652 sold.

BerganKDV Wealth Management first reported a position in COTY in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q4 2021. 333 funds tracked by Wall St. Rank hold COTY as of Q2 2023.

BerganKDV Wealth Management reported no remaining Coty position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 54 Coty shares in Q2 2023, an estimated $652.
BerganKDV Wealth Management first reported a position in Coty in Q4 2019 and held it in 12 quarters.
BerganKDV Wealth Management's Coty position peaked at $1K in Q4 2021.
333 funds tracked by Wall St. Rank held Coty as of Q2 2023.

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