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BerganKDV Wealth Management’s Robinhood HOOD Stock Holding History

BerganKDV Wealth Management’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$195 – 959
2023
Q1 		$195 Hold
20
– – ﹤0.01% 1029
2022
Q4 		$163 Hold
20
– – ﹤0.01% 1017
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1010
2022
Q2 		$0 Buy
+20
New +$195 ﹤0.01% 1006

Other funds holding HOOD

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
RCGI
Ribbit Capital GP II Palo Alto, California $260M AUM 2.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Robinhood (HOOD) in Q2 2023, closing a stake of 20 shares — an estimated $195 sold.

BerganKDV Wealth Management first reported a position in HOOD in Q2 2022 and held it in 4 quarters. The position peaked at $195 in Q1 2023. 316 funds tracked by Wall St. Rank hold HOOD as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Robinhood position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 20 Robinhood shares in Q2 2023, an estimated $195.
  • BerganKDV Wealth Management first reported a position in Robinhood in Q2 2022 and held it in 4 quarters.
  • BerganKDV Wealth Management's Robinhood position peaked at $195 in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Robinhood as of Q2 2023.

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