BerganKDV Wealth Management’s Sandstorm Gold SAND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,000	Closed	-$10.5K	–	1110
2022 Q4	$10.5K	Hold	2,000	–	–	﹤0.01%	566
2022 Q3	$10K	Hold	2,000	–	–	﹤0.01%	578
2022 Q2	$12K	Buy	+2,000	New	+$14.2K	﹤0.01%	565
2021 Q1	–	Sell	-6,000	Closed	-$43K	–	983
2020 Q4	$43K	Hold	6,000	–	–	0.01%	371
2020 Q3	$51K	Hold	6,000	–	–	0.01%	335
2020 Q2	$58K	Buy	6,000 +2,000	+50%	+$15.7K	0.01%	338
2020 Q1	$20K	Hold	4,000	–	–	﹤0.01%	420
2019 Q4	$30K	Hold	4,000	–	–	0.01%	399
2019 Q3	$23K	Buy	4,000 +1,000	+33%	+$6.08K	﹤0.01%	417
2019 Q2	$17K	Hold	3,000	–	–	﹤0.01%	447
2019 Q1	$16K	Hold	3,000	–	–	﹤0.01%	459
2018 Q4	$14K	Hold	3,000	–	–	﹤0.01%	432
2018 Q3	$11K	Hold	3,000	–	–	﹤0.01%	482
2018 Q2	$14K	Buy	+3,000	New	+$13.8K	﹤0.01%	457

Other funds holding SAND

ORPU

Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

BerganKDV Wealth Management's SAND Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Sandstorm Gold (SAND) in Q1 2023, closing a stake of 2,000 shares — an estimated $10.5K sold.

BerganKDV Wealth Management first reported a position in SAND in Q2 2018 and held it in 14 quarters. The position peaked at $58K in Q2 2020. 195 funds tracked by Wall St. Rank hold SAND as of Q1 2023.

BerganKDV Wealth Management reported no remaining Sandstorm Gold position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2,000 Sandstorm Gold shares in Q1 2023, an estimated $10.5K.
BerganKDV Wealth Management first reported a position in Sandstorm Gold in Q2 2018 and held it in 14 quarters.
BerganKDV Wealth Management's Sandstorm Gold position peaked at $58K in Q2 2020.
195 funds tracked by Wall St. Rank held Sandstorm Gold as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.