BerganKDV Wealth Management’s Churchill Capital Corp VII Units CVIIU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$3K	–	1122
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	781
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	795
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	827
2021 Q4	$3K	Hold	300	–	–	﹤0.01%	889
2021 Q3	$3K	Hold	300	–	–	﹤0.01%	851
2021 Q2	$3K	Hold	300	–	–	﹤0.01%	785
2021 Q1	$3K	Buy	+300	New	+$3.1K	﹤0.01%	754

Other funds holding CVIIU

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BerganKDV Wealth Management's CVIIU Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Churchill Capital Corp VII Units (CVIIU) in Q4 2022, closing a stake of 300 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in CVIIU in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 27 funds tracked by Wall St. Rank hold CVIIU as of Q4 2022.

BerganKDV Wealth Management reported no remaining Churchill Capital Corp VII Units position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 300 Churchill Capital Corp VII Units shares in Q4 2022, an estimated $3K.
BerganKDV Wealth Management first reported a position in Churchill Capital Corp VII Units in Q1 2021 and held it in 7 quarters.
BerganKDV Wealth Management's Churchill Capital Corp VII Units position peaked at $3K in Q3 2022.
27 funds tracked by Wall St. Rank held Churchill Capital Corp VII Units as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.