BerganKDV Wealth Management’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-250	Closed	-$6K	–	1046
2021 Q4	$6K	Buy	+250	New	+$5.28K	﹤0.01%	754

Other funds holding KN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's KN Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Knowles (KN) in Q1 2022, closing a stake of 250 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in KN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 260 funds tracked by Wall St. Rank hold KN as of Q1 2022.

BerganKDV Wealth Management reported no remaining Knowles position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 250 Knowles shares in Q1 2022, an estimated $6K.
BerganKDV Wealth Management first reported a position in Knowles in Q4 2021 and held it in 1 quarter.
BerganKDV Wealth Management's Knowles position peaked at $6K in Q4 2021.
260 funds tracked by Wall St. Rank held Knowles as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.