BerganKDV Wealth Management’s Nokia NOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$416	Hold	100	–	–	﹤0.01%	828
2023 Q1	$491	Hold	100	–	–	﹤0.01%	976
2022 Q4	$464	Hold	100	–	–	﹤0.01%	957
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1028
2022 Q2	$0	Hold	100	–	–	﹤0.01%	1028
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	943
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	998
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	985
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	933
2021 Q1	$0	Hold	100	–	–	﹤0.01%	975
2020 Q4	$0	Hold	100	–	–	﹤0.01%	997
2020 Q3	$0	Sell	100 -58	-37%	-$261	﹤0.01%	980
2020 Q2	$1K	Hold	158	–	–	﹤0.01%	884
2020 Q1	$0	Sell	158 -56	-26%	-$208	﹤0.01%	979
2019 Q4	$1K	Buy	214 +60	+39%	+$236	﹤0.01%	878
2019 Q3	$1K	Hold	154	–	–	﹤0.01%	670
2019 Q2	$1K	Sell	154 -2,000	-93%	-$10.5K	﹤0.01%	711
2019 Q1	$12K	Buy	2,154 +54	+3%	+$330	﹤0.01%	507
2018 Q4	$12K	Hold	2,100	–	–	﹤0.01%	454
2018 Q3	$12K	Hold	2,100	–	–	﹤0.01%	461
2018 Q2	$12K	Buy	+2,100	New	+$12.4K	﹤0.01%	482

Other funds holding NOK

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

BerganKDV Wealth Management held its Nokia (NOK) position steady in Q2 2023 at 100 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #828.

BerganKDV Wealth Management first reported a position in NOK in Q2 2018 and has held it in 21 quarters since. The position peaked at $12K in Q1 2019. 476 funds tracked by Wall St. Rank hold NOK as of Q2 2023.

BerganKDV Wealth Management held 100 shares of Nokia worth $416 as of Q2 2023.
BerganKDV Wealth Management left its Nokia share count unchanged in Q2 2023.
Nokia made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #828 holding.
BerganKDV Wealth Management first reported a position in Nokia in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Nokia position peaked at $12K in Q1 2019.
476 funds tracked by Wall St. Rank held Nokia as of Q2 2023.

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