BWM
MVIS icon

BerganKDV Wealth Management’s Microvision MVIS Stock Holding History

BerganKDV Wealth Management’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$445 Hold
97
– – ﹤0.01% 819
2023
Q1 		$259 Hold
97
– – ﹤0.01% 1024
2022
Q4 		$228 Hold
97
– – ﹤0.01% 1007
2022
Q3 		$0 Hold
97
– – ﹤0.01% 1025
2022
Q2 		$0 Hold
97
– – ﹤0.01% 1023
2022
Q1 		$0 Hold
97
– – ﹤0.01% 1061
2021
Q4 		$0 Hold
97
– – ﹤0.01% 1105
2021
Q3 		$1K Hold
97
– – ﹤0.01% 982
2021
Q2 		$2K Buy
+97
New +$1.59K ﹤0.01% 830

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BerganKDV Wealth Management held its Microvision (MVIS) position steady in Q2 2023 at 97 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #819.

BerganKDV Wealth Management first reported a position in MVIS in Q2 2021 and has held it in 9 quarters since. The position peaked at $2K in Q2 2021. 157 funds tracked by Wall St. Rank hold MVIS as of Q2 2023.

  • BerganKDV Wealth Management held 97 shares of Microvision worth $445 as of Q2 2023.
  • BerganKDV Wealth Management left its Microvision share count unchanged in Q2 2023.
  • Microvision made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #819 holding.
  • BerganKDV Wealth Management first reported a position in Microvision in Q2 2021 and has held it in 9 quarters since.
  • BerganKDV Wealth Management's Microvision position peaked at $2K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Microvision as of Q2 2023.

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