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BerganKDV Wealth Management’s RELX RELX Stock Holding History

BerganKDV Wealth Management’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-251
Closed -$7K – 1051
2022
Q2 		$7K Hold
251
– – ﹤0.01% 649
2022
Q1 		$8K Hold
251
– – ﹤0.01% 649
2021
Q4 		$8K Hold
251
– – ﹤0.01% 706
2021
Q3 		$7K Buy
+251
New +$7.4K ﹤0.01% 705

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's RELX Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of RELX (RELX) in Q3 2022, closing a stake of 251 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in RELX in Q3 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 279 funds tracked by Wall St. Rank hold RELX as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining RELX position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 251 RELX shares in Q3 2022, an estimated $7K.
  • BerganKDV Wealth Management first reported a position in RELX in Q3 2021 and held it in 4 quarters.
  • BerganKDV Wealth Management's RELX position peaked at $8K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held RELX as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.