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BerganKDV Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

BerganKDV Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-126
Closed -$4K – 1102
2022
Q3 		$4K Buy
+126
New +$4.51K ﹤0.01% 726

Other funds holding SNPE

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2022, closing a stake of 126 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in SNPE in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 65 funds tracked by Wall St. Rank hold SNPE as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 126 Xtrackers S&P 500 ESG ETF shares in Q4 2022, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $4K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2022.

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