BerganKDV Wealth Management’s Snap SNAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$5K	–	1101
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	693
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	651
2022 Q1	$18K	Hold	500	–	–	﹤0.01%	527
2021 Q4	$24K	Hold	500	–	–	﹤0.01%	524
2021 Q3	$37K	Sell	500 -25	-5%	-$1.81K	﹤0.01%	441
2021 Q2	$36K	Hold	525	–	–	﹤0.01%	433
2021 Q1	$27K	Buy	525 +25	+5%	+$1.44K	﹤0.01%	445
2020 Q4	$25K	Sell	500 -500	-50%	-$20.8K	﹤0.01%	439
2020 Q3	$26K	Hold	1,000	–	–	﹤0.01%	396
2020 Q2	$23K	Hold	1,000	–	–	﹤0.01%	439
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	474
2019 Q4	$16K	Hold	1,000	–	–	﹤0.01%	477
2019 Q3	$16K	Hold	1,000	–	–	﹤0.01%	456
2019 Q2	$14K	Hold	1,000	–	–	﹤0.01%	477
2019 Q1	$11K	Hold	1,000	–	–	﹤0.01%	523
2018 Q4	$6K	Hold	1,000	–	–	﹤0.01%	534
2018 Q3	$8K	Hold	1,000	–	–	﹤0.01%	517
2018 Q2	$13K	Buy	+1,000	New	+$12.9K	﹤0.01%	469

Other funds holding SNAP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Snap (SNAP) in Q4 2022, closing a stake of 500 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in SNAP in Q2 2018 and held it in 18 quarters. The position peaked at $37K in Q3 2021. 578 funds tracked by Wall St. Rank hold SNAP as of Q4 2022.

BerganKDV Wealth Management reported no remaining Snap position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 500 Snap shares in Q4 2022, an estimated $5K.
BerganKDV Wealth Management first reported a position in Snap in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Snap position peaked at $37K in Q3 2021.
578 funds tracked by Wall St. Rank held Snap as of Q4 2022.

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