BerganKDV Wealth Management’s Radius Recycling RDUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$6.13K	–	1108
2022 Q4	$6.13K	Hold	200	–	–	﹤0.01%	643
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	656
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	648
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	616
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	666
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	662
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	614
2021 Q1	$8K	Buy	+200	New	+$7.28K	﹤0.01%	612

Other funds holding RDUS

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BerganKDV Wealth Management's RDUS Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Radius Recycling (RDUS) in Q1 2023, closing a stake of 200 shares — an estimated $6.13K sold.

BerganKDV Wealth Management first reported a position in RDUS in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 166 funds tracked by Wall St. Rank hold RDUS as of Q1 2023.

BerganKDV Wealth Management reported no remaining Radius Recycling position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 200 Radius Recycling shares in Q1 2023, an estimated $6.13K.
BerganKDV Wealth Management first reported a position in Radius Recycling in Q1 2021 and held it in 8 quarters.
BerganKDV Wealth Management's Radius Recycling position peaked at $10K in Q1 2022.
166 funds tracked by Wall St. Rank held Radius Recycling as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.