BerganKDV Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

BerganKDV Wealth Management’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-270	Closed	-$7.83K	–	1085
2022 Q4	$7.83K	Buy	+270	New	+$7.86K	﹤0.01%	614
2021 Q1	–	Sell	-126	Closed	-$8K	–	961
2020 Q4	$8K	Sell	126 -118	-48%	-$6.03K	﹤0.01%	598
2020 Q3	$10K	Buy	244 +3	+1%	+$112	﹤0.01%	505
2020 Q2	$7K	Buy	241 +3	+1%	+$82	﹤0.01%	584
2020 Q1	$5K	Buy	238 +2	+0.8%	+$63	﹤0.01%	583
2019 Q4	$8K	Buy	236 +3	+1%	+$89	﹤0.01%	548
2019 Q3	$7K	Buy	233 +3	+1%	+$84	﹤0.01%	528
2019 Q2	$6K	Buy	230 +3	+1%	+$80	﹤0.01%	567
2019 Q1	$6K	Buy	227 +3	+1%	+$70	﹤0.01%	572
2018 Q4	$4K	Buy	224 +4	+2%	+$86	﹤0.01%	562
2018 Q3	$5K	Buy	220 +3	+1%	+$62	﹤0.01%	540
2018 Q2	$4K	Buy	+217	New	+$4.11K	﹤0.01%	571

Other funds holding HASI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q1 2023, closing a stake of 270 shares — an estimated $7.83K sold.

BerganKDV Wealth Management first reported a position in HASI in Q2 2018 and held it in 12 quarters. The position peaked at $10K in Q3 2020. 326 funds tracked by Wall St. Rank hold HASI as of Q1 2023.

BerganKDV Wealth Management reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 270 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2023, an estimated $7.83K.
BerganKDV Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q2 2018 and held it in 12 quarters.
BerganKDV Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $10K in Q3 2020.
326 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2023.

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