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BerganKDV Wealth Management’s Virgin Galactic SPCE Stock Holding History

BerganKDV Wealth Management’s Portfolio SPCE Stock Details SPCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4
Closed -$1K – 1061
2022
Q1 		$1K Buy
+4
New +$747 ﹤0.01% 959
2021
Q3 		– Sell
-1
Closed -$1K – 1088
2021
Q2 		$1K Buy
+1
New +$568 ﹤0.01% 948
2020
Q4 		– Sell
-30
Closed -$12K – 1011
2020
Q3 		$12K Buy
30
+25
+500% +$9.49K ﹤0.01% 491
2020
Q2 		$2K Buy
+5
New +$1.64K ﹤0.01% 789

Other funds holding SPCE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BerganKDV Wealth Management's SPCE Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Virgin Galactic (SPCE) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SPCE in Q2 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 266 funds tracked by Wall St. Rank hold SPCE as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Virgin Galactic position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 4 Virgin Galactic shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Virgin Galactic in Q2 2020 and held it in 4 quarters.
  • BerganKDV Wealth Management's Virgin Galactic position peaked at $12K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held Virgin Galactic as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.