BerganKDV Wealth Management’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-55	Closed	-$2.98K	–	1001
2023 Q1	$2.98K	Hold	55	–	–	﹤0.01%	770
2022 Q4	$3.34K	Buy	55 +1	+2%	+$62	﹤0.01%	735
2022 Q3	$3K	Sell	54 -42	-44%	-$2.47K	﹤0.01%	766
2022 Q2	$5K	Hold	96	–	–	﹤0.01%	707
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	697
2021 Q4	$7K	Hold	96	–	–	﹤0.01%	727
2021 Q3	$6K	Hold	96	–	–	﹤0.01%	729
2021 Q2	$6K	Hold	96	–	–	﹤0.01%	682
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	671
2020 Q4	$4K	Buy	96 +42	+78%	+$1.78K	﹤0.01%	700
2020 Q3	$2K	Hold	54	–	–	﹤0.01%	713
2020 Q2	$2K	Sell	54 -9	-14%	-$335	﹤0.01%	767
2020 Q1	$2K	Hold	63	–	–	﹤0.01%	746
2019 Q4	$2K	Buy	+63	New	+$2.15K	﹤0.01%	783

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BerganKDV Wealth Management sold out of Nasdaq (NDAQ) in Q2 2023, closing a stake of 55 shares — an estimated $2.98K sold.

BerganKDV Wealth Management first reported a position in NDAQ in Q4 2019 and held it in 14 quarters. The position peaked at $7K in Q4 2021. 694 funds tracked by Wall St. Rank hold NDAQ as of Q2 2023.

BerganKDV Wealth Management reported no remaining Nasdaq position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 55 Nasdaq shares in Q2 2023, an estimated $2.98K.
BerganKDV Wealth Management first reported a position in Nasdaq in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Nasdaq position peaked at $7K in Q4 2021.
694 funds tracked by Wall St. Rank held Nasdaq as of Q2 2023.

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