BWM
HKD

BerganKDV Wealth Management’s AMTD Digital HKD Stock Holding History

BerganKDV Wealth Management’s Portfolio HKD Stock Details HKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$2.8K – 955
2023
Q1 		$2.8K Buy
+400
New +$3.87K ﹤0.01% 778

Other funds holding HKD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of AMTD Digital (HKD) in Q2 2023, closing a stake of 400 shares — an estimated $2.8K sold.

BerganKDV Wealth Management first reported a position in HKD in Q1 2023 and held it in 1 quarter. The position peaked at $2.8K in Q1 2023. 13 funds tracked by Wall St. Rank hold HKD as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining AMTD Digital position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 AMTD Digital shares in Q2 2023, an estimated $2.8K.
  • BerganKDV Wealth Management first reported a position in AMTD Digital in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's AMTD Digital position peaked at $2.8K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held AMTD Digital as of Q2 2023.

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