BerganKDV Wealth Management’s Delek US DK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-65	Closed	-$1K	–	988
2020 Q1	$1K	Buy	+65	New	+$1.54K	﹤0.01%	809

Other funds holding DK

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BerganKDV Wealth Management's DK Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Delek US (DK) in Q2 2020, closing a stake of 65 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in DK in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 205 funds tracked by Wall St. Rank hold DK as of Q2 2020.

BerganKDV Wealth Management reported no remaining Delek US position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 65 Delek US shares in Q2 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in Delek US in Q1 2020 and held it in 1 quarter.
BerganKDV Wealth Management's Delek US position peaked at $1K in Q1 2020.
205 funds tracked by Wall St. Rank held Delek US as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.