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BerganKDV Wealth Management’s Riot Platforms RIOT Stock Holding History

BerganKDV Wealth Management’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.55K Buy
+300
New +$3.36K ﹤0.01% 638

Other funds holding RIOT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in Riot Platforms (RIOT) in Q2 2023: 300 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

220 funds tracked by Wall St. Rank hold RIOT as of Q2 2023.

  • BerganKDV Wealth Management held 300 shares of Riot Platforms worth $3.55K as of Q2 2023.
  • Riot Platforms was a new BerganKDV Wealth Management position in Q2 2023.
  • Riot Platforms made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #638 holding.
  • 220 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2023.

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