BerganKDV Wealth Management’s Pan American Silver PAAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-600	Closed	-$10.9K	–	1012
2023 Q1	$10.9K	Hold	600	–	–	﹤0.01%	589
2022 Q4	$9.8K	Hold	600	–	–	﹤0.01%	574
2022 Q3	$10K	Hold	600	–	–	﹤0.01%	575
2022 Q2	$12K	Hold	600	–	–	﹤0.01%	562
2022 Q1	$16K	Buy	600 +219	+57%	+$5.39K	﹤0.01%	539
2021 Q4	$10K	Buy	+381	New	+$9.6K	﹤0.01%	664

Other funds holding PAAS

VanEck Associates New York $133B AUM 72.99% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

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

BerganKDV Wealth Management sold out of Pan American Silver (PAAS) in Q2 2023, closing a stake of 600 shares — an estimated $10.9K sold.

BerganKDV Wealth Management first reported a position in PAAS in Q4 2021 and held it in 6 quarters. The position peaked at $16K in Q1 2022. 323 funds tracked by Wall St. Rank hold PAAS as of Q2 2023.

BerganKDV Wealth Management reported no remaining Pan American Silver position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 600 Pan American Silver shares in Q2 2023, an estimated $10.9K.
BerganKDV Wealth Management first reported a position in Pan American Silver in Q4 2021 and held it in 6 quarters.
BerganKDV Wealth Management's Pan American Silver position peaked at $16K in Q1 2022.
323 funds tracked by Wall St. Rank held Pan American Silver as of Q2 2023.

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