BWM
RIDE

BerganKDV Wealth Management’s Lordstown Motors Corp. Class A Common Stock RIDE Stock Holding History

BerganKDV Wealth Management’s Portfolio RIDE Stock Details RIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13
Closed -$2K – 1144
2021
Q3 		$2K Hold
13
– – ﹤0.01% 927
2021
Q2 		$2K Hold
13
– – ﹤0.01% 867
2021
Q1 		$2K Buy
+13
New +$4.09K ﹤0.01% 820

Other funds holding RIDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Burleson & Co Petaluma, California $401M AUM 25.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

BerganKDV Wealth Management's RIDE Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Lordstown Motors Corp. Class A Common Stock (RIDE) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in RIDE in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 159 funds tracked by Wall St. Rank hold RIDE as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Lordstown Motors Corp. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 13 Lordstown Motors Corp. Class A Common Stock shares in Q4 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Lordstown Motors Corp. Class A Common Stock in Q1 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's Lordstown Motors Corp. Class A Common Stock position peaked at $2K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Lordstown Motors Corp. Class A Common Stock as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.