BerganKDV Wealth Management’s Ruth's Hospitality Group, Inc. RUTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,000	Closed	-$82.1K	–	1102
2023 Q1	$82.1K	Hold	5,000	–	–	0.01%	333
2022 Q4	$77.4K	Hold	5,000	–	–	0.01%	340
2022 Q3	$84K	Hold	5,000	–	–	0.01%	309
2022 Q2	$81K	Hold	5,000	–	–	0.01%	324
2022 Q1	$114K	Hold	5,000	–	–	0.01%	298
2021 Q4	$100K	Hold	5,000	–	–	0.01%	335
2021 Q3	$104K	Buy	+5,000	New	+$103K	0.01%	315

Other funds holding RUTH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Ruth's Hospitality Group, Inc. (RUTH) in Q2 2023, closing a stake of 5,000 shares — an estimated $82.1K sold.

BerganKDV Wealth Management first reported a position in RUTH in Q3 2021 and held it in 7 quarters. The position peaked at $114K in Q1 2022. 4 funds tracked by Wall St. Rank hold RUTH as of Q2 2023.

BerganKDV Wealth Management reported no remaining Ruth's Hospitality Group, Inc. position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 5,000 Ruth's Hospitality Group, Inc. shares in Q2 2023, an estimated $82.1K.
BerganKDV Wealth Management first reported a position in Ruth's Hospitality Group, Inc. in Q3 2021 and held it in 7 quarters.
BerganKDV Wealth Management's Ruth's Hospitality Group, Inc. position peaked at $114K in Q1 2022.
4 funds tracked by Wall St. Rank held Ruth's Hospitality Group, Inc. as of Q2 2023.

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