BerganKDV Wealth Management’s Electronic Arts EA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.95K	Sell	15 -32	-68%	-$4.05K	﹤0.01%	690
2023 Q1	$5.69K	Hold	47	–	–	﹤0.01%	675
2022 Q4	$5.77K	Hold	47	–	–	﹤0.01%	652
2022 Q3	$5K	Hold	47	–	–	﹤0.01%	673
2022 Q2	$6K	Hold	47	–	–	﹤0.01%	666
2022 Q1	$6K	Sell	47 -8,525	-99%	-$1.11M	﹤0.01%	690
2021 Q4	$1.13M	Buy	8,572 +541	+7%	+$72.8K	0.12%	120
2021 Q3	$1.14M	Buy	8,031 +176	+2%	+$24.7K	0.13%	119
2021 Q2	$1.13M	Buy	7,855 +44	+0.6%	+$6.24K	0.13%	115
2021 Q1	$1.06M	Sell	7,811 -59	-0.7%	-$8.17K	0.14%	116
2020 Q4	$1.13M	Buy	7,870 +10	+0.1%	+$1.29K	0.16%	104
2020 Q3	$1.02M	Sell	7,860 -220	-3%	-$30K	0.16%	100
2020 Q2	$1.07M	Buy	8,080 +26	+0.3%	+$3.07K	0.18%	97
2020 Q1	$807K	Sell	8,054 -637	-7%	-$67K	0.17%	99
2019 Q4	$934K	Sell	8,691 -242	-3%	-$24K	0.17%	107
2019 Q3	$874K	Sell	8,933 -2,025	-18%	-$190K	0.17%	99
2019 Q2	$1.11M	Sell	10,958 -476	-4%	-$45.3K	0.22%	86
2019 Q1	$1.16M	Buy	11,434 +11,177	+4,349%	+$1.06M	0.24%	79
2018 Q4	$20K	Buy	257 +250	+3,571%	+$22.9K	﹤0.01%	397
2018 Q3	$1K	Hold	7	–	–	﹤0.01%	600
2018 Q2	$1K	Buy	+7	New	+$909	﹤0.01%	623

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Electronic Arts (EA) stake by 68% in Q2 2023, selling an estimated $4.05K and leaving 15 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

BerganKDV Wealth Management first reported a position in EA in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2019. 927 funds tracked by Wall St. Rank hold EA as of Q2 2023.

BerganKDV Wealth Management held 15 shares of Electronic Arts worth $1.95K as of Q2 2023.
BerganKDV Wealth Management sold 32 Electronic Arts shares in Q2 2023, an estimated $4.05K.
Electronic Arts made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #690 holding.
BerganKDV Wealth Management first reported a position in Electronic Arts in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Electronic Arts position peaked at $1.16M in Q1 2019.
927 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2023.

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