BerganKDV Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$25.1K	Hold	2,000	–	–	﹤0.01%	468
2023 Q1	$28.1K	Hold	2,000	–	–	﹤0.01%	465
2022 Q4	$30K	Sell	2,000 -2,000	-50%	-$39.1K	﹤0.01%	445
2022 Q3	$67K	Buy	4,000 +1,933	+94%	+$51K	0.01%	341
2022 Q2	$50K	Buy	2,067 +2,000	+2,985%	+$83.5K	0.01%	383
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	780
2021 Q4	$3K	Buy	+67	New	+$3.03K	﹤0.01%	888

Other funds holding DJT

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BerganKDV Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q2 2023 at 2,000 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

BerganKDV Wealth Management first reported a position in DJT in Q4 2021 and has held it in 7 quarters since. The position peaked at $67K in Q3 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q2 2023.

BerganKDV Wealth Management held 2,000 shares of Trump Media & Technology Group worth $25.1K as of Q2 2023.
BerganKDV Wealth Management left its Trump Media & Technology Group share count unchanged in Q2 2023.
Trump Media & Technology Group made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #468 holding.
BerganKDV Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 7 quarters since.
BerganKDV Wealth Management's Trump Media & Technology Group position peaked at $67K in Q3 2022.
131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2023.

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