BerganKDV Wealth Management’s GDS Holdings GDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$33K Hold
3,000
﹤0.01% 426
2023
Q1
$56K Hold
3,000
0.01% 381
2022
Q4
$61.9K Sell
3,000
-2,500
-45% -$38.2K 0.01% 361
2022
Q3
$97K Buy
5,500
+2,000
+57% +$52.5K 0.01% 295
2022
Q2
$117K Buy
+3,500
New +$109K 0.01% 286

Other funds holding GDS

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

BerganKDV Wealth Management held its GDS Holdings (GDS) position steady in Q2 2023 at 3,000 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

BerganKDV Wealth Management first reported a position in GDS in Q2 2022 and has held it in 5 quarters since. The position peaked at $117K in Q2 2022. 119 funds tracked by Wall St. Rank hold GDS as of Q2 2023.

  • BerganKDV Wealth Management held 3,000 shares of GDS Holdings worth $33K as of Q2 2023.
  • BerganKDV Wealth Management left its GDS Holdings share count unchanged in Q2 2023.
  • GDS Holdings made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #426 holding.
  • BerganKDV Wealth Management first reported a position in GDS Holdings in Q2 2022 and has held it in 5 quarters since.
  • BerganKDV Wealth Management's GDS Holdings position peaked at $117K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held GDS Holdings as of Q2 2023.

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