BerganKDV Wealth Management’s Rayonier RYN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$30.3K	Hold	1,063	–	–	﹤0.01%	439
2023 Q1	$32.1K	Hold	1,063	–	–	﹤0.01%	449
2022 Q4	$31.8K	Hold	1,063	–	–	﹤0.01%	433
2022 Q3	$29K	Hold	1,063	–	–	﹤0.01%	437
2022 Q2	$36K	Hold	1,063	–	–	﹤0.01%	420
2022 Q1	$40K	Hold	1,063	–	–	﹤0.01%	419
2021 Q4	$39K	Hold	1,063	–	–	﹤0.01%	459
2021 Q3	$34K	Hold	1,063	–	–	﹤0.01%	450
2021 Q2	$35K	Hold	1,063	–	–	﹤0.01%	436
2021 Q1	$31K	Hold	1,063	–	–	﹤0.01%	428
2020 Q4	$28K	Hold	1,063	–	–	﹤0.01%	425
2020 Q3	$25K	Hold	1,063	–	–	﹤0.01%	399
2020 Q2	$24K	Hold	1,063	–	–	﹤0.01%	436
2020 Q1	$23K	Hold	1,063	–	–	﹤0.01%	405
2019 Q4	$32K	Hold	1,063	–	–	0.01%	395
2019 Q3	$27K	Buy	+1,063	New	+$27.2K	0.01%	394
2019 Q2	–	Hold	0	–	–	–	381
2019 Q1	–	Hold	0	–	–	–	393
2018 Q4	–	Hold	0	–	–	–	364
2018 Q3	–	Hold	0	–	–	–	362
2018 Q2	–	Hold	0	–	–	–	356

Other funds holding RYN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

BerganKDV Wealth Management held its Rayonier (RYN) position steady in Q2 2023 at 1,063 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

BerganKDV Wealth Management first reported a position in RYN in Q3 2019 and has held it in 16 quarters since. The position peaked at $40K in Q1 2022. 293 funds tracked by Wall St. Rank hold RYN as of Q2 2023.

BerganKDV Wealth Management held 1,063 shares of Rayonier worth $30.3K as of Q2 2023.
BerganKDV Wealth Management left its Rayonier share count unchanged in Q2 2023.
Rayonier made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #439 holding.
BerganKDV Wealth Management first reported a position in Rayonier in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Rayonier position peaked at $40K in Q1 2022.
293 funds tracked by Wall St. Rank held Rayonier as of Q2 2023.

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