BerganKDV Wealth Management’s Euronet Worldwide EEFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12	Closed	-$1.34K	–	922
2023 Q1	$1.34K	Hold	12	–	–	﹤0.01%	876
2022 Q4	$1.13K	Sell	12 -30	-71%	-$2.6K	﹤0.01%	869
2022 Q3	$3K	Buy	42 +5	+14%	+$469	﹤0.01%	750
2022 Q2	$4K	Hold	37	–	–	﹤0.01%	724
2022 Q1	$5K	Hold	37	–	–	﹤0.01%	719
2021 Q4	$4K	Hold	37	–	–	﹤0.01%	805
2021 Q3	$5K	Hold	37	–	–	﹤0.01%	746
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	695
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	661
2020 Q4	$5K	Sell	37 -3	-8%	-$349	﹤0.01%	653
2020 Q3	$4K	Hold	40	–	–	﹤0.01%	602
2020 Q2	$4K	Sell	40 -12	-23%	-$1.11K	﹤0.01%	651
2020 Q1	$4K	Buy	52 +3	+6%	+$397	﹤0.01%	606
2019 Q4	$8K	Buy	+49	New	+$7.4K	﹤0.01%	547

Other funds holding EEFT

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Euronet Worldwide (EEFT) in Q2 2023, closing a stake of 12 shares — an estimated $1.34K sold.

BerganKDV Wealth Management first reported a position in EEFT in Q4 2019 and held it in 14 quarters. The position peaked at $8K in Q4 2019. 344 funds tracked by Wall St. Rank hold EEFT as of Q2 2023.

BerganKDV Wealth Management reported no remaining Euronet Worldwide position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 12 Euronet Worldwide shares in Q2 2023, an estimated $1.34K.
BerganKDV Wealth Management first reported a position in Euronet Worldwide in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Euronet Worldwide position peaked at $8K in Q4 2019.
344 funds tracked by Wall St. Rank held Euronet Worldwide as of Q2 2023.

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