BWM
HACK icon

BerganKDV Wealth Management’s Amplify Cybersecurity ETF HACK Stock Holding History

BerganKDV Wealth Management’s Portfolio HACK Stock Details HACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-250
Closed -$10K – 713
2019
Q2 		$10K Hold
250
– – ﹤0.01% 518
2019
Q1 		$10K Buy
+250
New +$9.52K ﹤0.01% 529

Other funds holding HACK

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BerganKDV Wealth Management's HACK Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Amplify Cybersecurity ETF (HACK) in Q3 2019, closing a stake of 250 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in HACK in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 206 funds tracked by Wall St. Rank hold HACK as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Amplify Cybersecurity ETF position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 250 Amplify Cybersecurity ETF shares in Q3 2019, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Amplify Cybersecurity ETF in Q1 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Amplify Cybersecurity ETF position peaked at $10K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held Amplify Cybersecurity ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.