BWM
CUK

BerganKDV Wealth Management’s Carnival PLC CUK Stock Holding History

BerganKDV Wealth Management’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-21
Closed – – 953
2020
Q3 		$0 Hold
21
– – ﹤0.01% 921
2020
Q2 		$0 Sell
21
-118
-85% -$1.53K ﹤0.01% 982
2020
Q1 		$2K Buy
139
+21
+18% +$703 ﹤0.01% 725
2019
Q4 		$6K Buy
+118
New +$4.99K ﹤0.01% 589

Other funds holding CUK

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BerganKDV Wealth Management's CUK Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Carnival PLC (CUK) in Q4 2020, closing a stake of 21 shares.

BerganKDV Wealth Management first reported a position in CUK in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 85 funds tracked by Wall St. Rank hold CUK as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Carnival PLC position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 21 Carnival PLC shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Carnival PLC in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Carnival PLC position peaked at $6K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held Carnival PLC as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.