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BerganKDV Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History

BerganKDV Wealth Management’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-750
Closed -$16K – 1098
2022
Q3 		$16K Buy
+750
New +$16.6K ﹤0.01% 516

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's SGDM Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Sprott Gold Miners ETF (SGDM) in Q4 2022, closing a stake of 750 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in SGDM in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 59 funds tracked by Wall St. Rank hold SGDM as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Sprott Gold Miners ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 750 Sprott Gold Miners ETF shares in Q4 2022, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Sprott Gold Miners ETF in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Sprott Gold Miners ETF position peaked at $16K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.