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BerganKDV Wealth Management’s CoreCivic CXW Stock Holding History

BerganKDV Wealth Management’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-378
Closed -$4K – 923
2020
Q2 		$4K Buy
378
+14
+4% +$160 ﹤0.01% 646
2020
Q1 		$4K Buy
364
+107
+42% +$1.6K ﹤0.01% 603
2019
Q4 		$4K Buy
257
+7
+3% +$111 ﹤0.01% 651
2019
Q3 		$4K Buy
+250
New +$4.4K ﹤0.01% 579

Other funds holding CXW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BerganKDV Wealth Management's CXW Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of CoreCivic (CXW) in Q3 2020, closing a stake of 378 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in CXW in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 226 funds tracked by Wall St. Rank hold CXW as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining CoreCivic position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 378 CoreCivic shares in Q3 2020, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in CoreCivic in Q3 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's CoreCivic position peaked at $4K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held CoreCivic as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.