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BerganKDV Wealth Management’s Globant GLOB Stock Holding History

BerganKDV Wealth Management’s Portfolio GLOB Stock Details GLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$336 – 1083
2022
Q4 		$336 Buy
+2
New +$354 ﹤0.01% 984
2022
Q1 		– Sell
-23
Closed -$7K – 1034
2021
Q4 		$7K Buy
+23
New +$6.8K ﹤0.01% 726

Other funds holding GLOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Globant (GLOB) in Q1 2023, closing a stake of 2 shares — an estimated $336 sold.

BerganKDV Wealth Management first reported a position in GLOB in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 343 funds tracked by Wall St. Rank hold GLOB as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Globant position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2 Globant shares in Q1 2023, an estimated $336.
  • BerganKDV Wealth Management first reported a position in Globant in Q4 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Globant position peaked at $7K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held Globant as of Q1 2023.

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