BerganKDV Wealth Management’s Las Vegas Sands LVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$14K	Hold	242	–	–	﹤0.01%	523
2023 Q1	$13.9K	Hold	242	–	–	﹤0.01%	557
2022 Q4	$11.6K	Hold	242	–	–	﹤0.01%	558
2022 Q3	$9K	Hold	242	–	–	﹤0.01%	588
2022 Q2	$8K	Hold	242	–	–	﹤0.01%	626
2022 Q1	$9K	Hold	242	–	–	﹤0.01%	629
2021 Q4	$9K	Sell	242 -4	-2%	-$154	﹤0.01%	679
2021 Q3	$9K	Buy	246 +4	+2%	+$172	﹤0.01%	656
2021 Q2	$13K	Hold	242	–	–	﹤0.01%	567
2021 Q1	$15K	Hold	242	–	–	﹤0.01%	523
2020 Q4	$14K	Hold	242	–	–	﹤0.01%	523
2020 Q3	$11K	Hold	242	–	–	﹤0.01%	499
2020 Q2	$11K	Buy	242 +142	+142%	+$6.67K	﹤0.01%	530
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	620
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	568
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	545
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	571
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	577
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	548
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	533
2018 Q2	$8K	Buy	+100	New	+$7.64K	﹤0.01%	526

Other funds holding LVS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BerganKDV Wealth Management held its Las Vegas Sands (LVS) position steady in Q2 2023 at 242 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

BerganKDV Wealth Management first reported a position in LVS in Q2 2018 and has held it in 21 quarters since. The position peaked at $15K in Q1 2021. 689 funds tracked by Wall St. Rank hold LVS as of Q2 2023.

BerganKDV Wealth Management held 242 shares of Las Vegas Sands worth $14K as of Q2 2023.
BerganKDV Wealth Management left its Las Vegas Sands share count unchanged in Q2 2023.
Las Vegas Sands made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #523 holding.
BerganKDV Wealth Management first reported a position in Las Vegas Sands in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Las Vegas Sands position peaked at $15K in Q1 2021.
689 funds tracked by Wall St. Rank held Las Vegas Sands as of Q2 2023.

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