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BerganKDV Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

BerganKDV Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,001
Closed -$20K – 1079
2021
Q3 		$20K Sell
5,001
-2,499
-33% -$11.2K ﹤0.01% 529
2021
Q2 		$42K Buy
7,500
+900
+14% +$5.96K 0.01% 414
2021
Q1 		$43K Buy
6,600
+600
+10% +$4.52K 0.01% 387
2020
Q4 		$49K Buy
6,000
+2,700
+82% +$18.7K 0.01% 355
2020
Q3 		$21K Buy
+3,300
New +$21.2K ﹤0.01% 421

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BerganKDV Wealth Management's FSM Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Fortuna Silver Mines (FSM) in Q4 2021, closing a stake of 5,001 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in FSM in Q3 2020 and held it in 5 quarters. The position peaked at $49K in Q4 2020. 135 funds tracked by Wall St. Rank hold FSM as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Fortuna Silver Mines position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5,001 Fortuna Silver Mines shares in Q4 2021, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in Fortuna Silver Mines in Q3 2020 and held it in 5 quarters.
  • BerganKDV Wealth Management's Fortuna Silver Mines position peaked at $49K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.