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BerganKDV Wealth Management’s Molina Healthcare MOH Stock Holding History

BerganKDV Wealth Management’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed -$535 – 992
2023
Q1 		$535 Buy
+2
New +$575 ﹤0.01% 963

Other funds holding MOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Molina Healthcare (MOH) in Q2 2023, closing a stake of 2 shares — an estimated $535 sold.

BerganKDV Wealth Management first reported a position in MOH in Q1 2023 and held it in 1 quarter. The position peaked at $535 in Q1 2023. 554 funds tracked by Wall St. Rank hold MOH as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Molina Healthcare position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2 Molina Healthcare shares in Q2 2023, an estimated $535.
  • BerganKDV Wealth Management first reported a position in Molina Healthcare in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Molina Healthcare position peaked at $535 in Q1 2023.
  • 554 funds tracked by Wall St. Rank held Molina Healthcare as of Q2 2023.

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