BerganKDV Wealth Management’s MGM Resorts International MGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.42K	Sell	55 -54	-50%	-$2.31K	﹤0.01%	673
2023 Q1	$4.84K	Hold	109	–	–	﹤0.01%	695
2022 Q4	$3.66K	Sell	109 -23	-17%	-$797	﹤0.01%	713
2022 Q3	$4K	Hold	132	–	–	﹤0.01%	718
2022 Q2	$4K	Hold	132	–	–	﹤0.01%	735
2022 Q1	$6K	Hold	132	–	–	﹤0.01%	695
2021 Q4	$6K	Hold	132	–	–	﹤0.01%	756
2021 Q3	$6K	Hold	132	–	–	﹤0.01%	728
2021 Q2	$6K	Hold	132	–	–	﹤0.01%	680
2021 Q1	$5K	Sell	132 -3	-2%	-$105	﹤0.01%	670
2020 Q4	$4K	Hold	135	–	–	﹤0.01%	698
2020 Q3	$3K	Buy	135 +6	+5%	+$119	﹤0.01%	647
2020 Q2	$2K	Buy	129 +96	+291%	+$1.55K	﹤0.01%	762
2020 Q1	$0	Hold	33	–	–	﹤0.01%	975
2019 Q4	$1K	Buy	+33	New	+$1K	﹤0.01%	872

Other funds holding MGM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its MGM Resorts International (MGM) stake by 50% in Q2 2023, selling an estimated $2.31K and leaving 55 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

BerganKDV Wealth Management first reported a position in MGM in Q4 2019 and has held it in 15 quarters since. The position peaked at $6K in Q1 2022. 705 funds tracked by Wall St. Rank hold MGM as of Q2 2023.

BerganKDV Wealth Management held 55 shares of MGM Resorts International worth $2.42K as of Q2 2023.
BerganKDV Wealth Management sold 54 MGM Resorts International shares in Q2 2023, an estimated $2.31K.
MGM Resorts International made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #673 holding.
BerganKDV Wealth Management first reported a position in MGM Resorts International in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's MGM Resorts International position peaked at $6K in Q1 2022.
705 funds tracked by Wall St. Rank held MGM Resorts International as of Q2 2023.

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