BerganKDV Wealth Management’s Seabridge Gold SA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$25.9K	–	1042
2023 Q1	$25.9K	Hold	2,000	–	–	﹤0.01%	486
2022 Q4	$25.2K	Hold	2,000	–	–	﹤0.01%	465
2022 Q3	$24K	Buy	2,000 +1,000	+100%	+$12.7K	﹤0.01%	470
2022 Q2	$12K	Hold	1,000	–	–	﹤0.01%	564
2022 Q1	$19K	Buy	1,000 +490	+96%	+$8.34K	﹤0.01%	519
2021 Q4	$8K	Sell	510 -691	-58%	-$12.4K	﹤0.01%	709
2021 Q3	$19K	Sell	1,201 -180	-13%	-$3.12K	﹤0.01%	535
2021 Q2	$24K	Buy	1,381 +1,380	+138,000%	+$24.9K	﹤0.01%	496
2021 Q1	$0	Sell	1 -999	-100%	-$18.6K	﹤0.01%	982
2020 Q4	$21K	Hold	1,000	–	–	﹤0.01%	470
2020 Q3	$19K	Hold	1,000	–	–	﹤0.01%	434
2020 Q2	$18K	Hold	1,000	–	–	﹤0.01%	466
2020 Q1	$9K	Hold	1,000	–	–	﹤0.01%	507
2019 Q4	$14K	Hold	1,000	–	–	﹤0.01%	493
2019 Q3	$13K	Buy	1,000 +300	+43%	+$4.27K	﹤0.01%	479
2019 Q2	$9K	Hold	700	–	–	﹤0.01%	532
2019 Q1	$9K	Hold	700	–	–	﹤0.01%	546
2018 Q4	$9K	Buy	700 +300	+75%	+$3.79K	﹤0.01%	501
2018 Q3	$5K	Hold	400	–	–	﹤0.01%	543
2018 Q2	$4K	Buy	+400	New	+$4.32K	﹤0.01%	577

Other funds holding SA

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Seabridge Gold (SA) in Q2 2023, closing a stake of 2,000 shares — an estimated $25.9K sold.

BerganKDV Wealth Management first reported a position in SA in Q2 2018 and held it in 20 quarters. The position peaked at $25.9K in Q1 2023. 139 funds tracked by Wall St. Rank hold SA as of Q2 2023.

BerganKDV Wealth Management reported no remaining Seabridge Gold position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2,000 Seabridge Gold shares in Q2 2023, an estimated $25.9K.
BerganKDV Wealth Management first reported a position in Seabridge Gold in Q2 2018 and held it in 20 quarters.
BerganKDV Wealth Management's Seabridge Gold position peaked at $25.9K in Q1 2023.
139 funds tracked by Wall St. Rank held Seabridge Gold as of Q2 2023.

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