BerganKDV Wealth Management’s Cloudflare NET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$18.6K	Sell	284 -162	-36%	-$9.67K	﹤0.01%	495
2023 Q1	$27.5K	Hold	446	–	–	﹤0.01%	471
2022 Q4	$20.2K	Buy	446 +4	+0.9%	+$198	﹤0.01%	494
2022 Q3	$24K	Buy	442 +5	+1%	+$297	﹤0.01%	469
2022 Q2	$19K	Buy	437 +8	+2%	+$576	﹤0.01%	501
2022 Q1	$51K	Sell	429 -1	-0.2%	-$104	0.01%	394
2021 Q4	$57K	Buy	430 +4	+0.9%	+$670	0.01%	408
2021 Q3	$48K	Buy	426 +1	+0.2%	+$119	0.01%	405
2021 Q2	$45K	Buy	425 +150	+55%	+$12.4K	0.01%	403
2021 Q1	$19K	Hold	275	–	–	﹤0.01%	491
2020 Q4	$21K	Buy	+275	New	+$18K	﹤0.01%	467

Other funds holding NET

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Cloudflare (NET) stake by 36% in Q2 2023, selling an estimated $9.67K and leaving 284 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

BerganKDV Wealth Management first reported a position in NET in Q4 2020 and has held it in 11 quarters since. The position peaked at $57K in Q4 2021. 559 funds tracked by Wall St. Rank hold NET as of Q2 2023.

BerganKDV Wealth Management held 284 shares of Cloudflare worth $18.6K as of Q2 2023.
BerganKDV Wealth Management sold 162 Cloudflare shares in Q2 2023, an estimated $9.67K.
Cloudflare made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #495 holding.
BerganKDV Wealth Management first reported a position in Cloudflare in Q4 2020 and has held it in 11 quarters since.
BerganKDV Wealth Management's Cloudflare position peaked at $57K in Q4 2021.
559 funds tracked by Wall St. Rank held Cloudflare as of Q2 2023.

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