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BerganKDV Wealth Management’s First Solar FSLR Stock Holding History

BerganKDV Wealth Management’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$52.3K Sell
275
-2
-0.7% -$396 0.01% 367
2023
Q1 		$60.2K Hold
277
– – 0.01% 373
2022
Q4 		$41.5K Buy
277
+2
+0.7% +$296 ﹤0.01% 394
2022
Q3 		$36K Buy
+275
New +$29.5K ﹤0.01% 406

Other funds holding FSLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its First Solar (FSLR) stake by 0.72% in Q2 2023, selling an estimated $396 and leaving 275 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #367.

BerganKDV Wealth Management first reported a position in FSLR in Q3 2022 and has held it in 4 quarters since. The position peaked at $60.2K in Q1 2023. 746 funds tracked by Wall St. Rank hold FSLR as of Q2 2023.

  • BerganKDV Wealth Management held 275 shares of First Solar worth $52.3K as of Q2 2023.
  • BerganKDV Wealth Management sold 2 First Solar shares in Q2 2023, an estimated $396.
  • First Solar made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #367 holding.
  • BerganKDV Wealth Management first reported a position in First Solar in Q3 2022 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's First Solar position peaked at $60.2K in Q1 2023.
  • 746 funds tracked by Wall St. Rank held First Solar as of Q2 2023.

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