BWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return