BWM
SKT icon

BerganKDV Wealth Management’s Tanger SKT Stock Holding History

BerganKDV Wealth Management’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-608
Closed -$3K – 1078
2020
Q1 		$3K Buy
608
+16
+3% +$196 ﹤0.01% 691
2019
Q4 		$9K Buy
592
+12
+2% +$188 ﹤0.01% 538
2019
Q3 		$9K Buy
+580
New +$9.07K ﹤0.01% 516
2019
Q2 		– Hold
0
– – – 533
2019
Q1 		– Hold
0
– – – 510
2018
Q4 		– Hold
0
– – – 469
2018
Q3 		– Hold
0
– – – 464
2018
Q2 		– Hold
0
– – – 484

Other funds holding SKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

BerganKDV Wealth Management's SKT Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Tanger (SKT) in Q2 2020, closing a stake of 608 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in SKT in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 253 funds tracked by Wall St. Rank hold SKT as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Tanger position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 608 Tanger shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Tanger in Q3 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's Tanger position peaked at $9K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Tanger as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.