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BWM
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
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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