BerganKDV Wealth Management’s Mizuho Financial MFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,216	Closed	-$3K	–	1039
2020 Q1	$3K	Hold	1,216	–	–	﹤0.01%	674
2019 Q4	$4K	Hold	1,216	–	–	﹤0.01%	667
2019 Q3	$4K	Hold	1,216	–	–	﹤0.01%	588
2019 Q2	$4K	Hold	1,216	–	–	﹤0.01%	612
2019 Q1	$4K	Hold	1,216	–	–	﹤0.01%	614
2018 Q4	$4K	Buy	+1,216	New	+$4.03K	﹤0.01%	566

Other funds holding MFG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACC

Accident Compensation Corp Wellington, New Zealand $497M AUM 4.35% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BerganKDV Wealth Management's MFG Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Mizuho Financial (MFG) in Q2 2020, closing a stake of 1,216 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in MFG in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 103 funds tracked by Wall St. Rank hold MFG as of Q2 2020.

BerganKDV Wealth Management reported no remaining Mizuho Financial position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 1,216 Mizuho Financial shares in Q2 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in Mizuho Financial in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Mizuho Financial position peaked at $4K in Q4 2019.
103 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.