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BerganKDV Wealth Management’s Energy Transfer Partners ET Stock Holding History

BerganKDV Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,307
Closed -$39.3K – 1074
2022
Q4 		$39.3K Buy
+3,307
New +$39.7K ﹤0.01% 402

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's ET Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 3,307 shares — an estimated $39.3K sold.

BerganKDV Wealth Management first reported a position in ET in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3,307 Energy Transfer Partners shares in Q1 2023, an estimated $39.3K.
  • BerganKDV Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Energy Transfer Partners position peaked at $39.3K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.