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BerganKDV Wealth Management’s GlobalFoundries GFS Stock Holding History

BerganKDV Wealth Management’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.61K Buy
+25
New +$1.51K ﹤0.01% 709
2022
Q1 		– Sell
-4
Closed – – 1033
2021
Q4 		$0 Buy
+4
New +$248 ﹤0.01% 1083

Other funds holding GFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in GlobalFoundries (GFS) in Q2 2023: 25 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in GFS as recently as Q4 2021.

BerganKDV Wealth Management first reported a position in GFS in Q4 2021 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold GFS as of Q2 2023.

  • BerganKDV Wealth Management held 25 shares of GlobalFoundries worth $1.61K as of Q2 2023.
  • GlobalFoundries was a new BerganKDV Wealth Management position in Q2 2023.
  • GlobalFoundries made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #709 holding.
  • BerganKDV Wealth Management first reported a position in GlobalFoundries in Q4 2021 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2023.

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