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BerganKDV Wealth Management’s Krispy Kreme DNUT Stock Holding History

BerganKDV Wealth Management’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 1061
2022
Q3 		$1K Buy
+50
New +$658 ﹤0.01% 872

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Krispy Kreme (DNUT) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in DNUT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 144 funds tracked by Wall St. Rank hold DNUT as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Krispy Kreme position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 50 Krispy Kreme shares in Q4 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Krispy Kreme in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Krispy Kreme position peaked at $1K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2022.

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