BerganKDV Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$3.61K	–	1128
2022 Q4	$3.61K	Hold	200	–	–	﹤0.01%	717
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	699
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	796
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	781
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	839
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	763
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	686
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	631
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	673
2020 Q3	$3K	Sell	200 -105	-34%	-$884	﹤0.01%	669
2020 Q2	$2K	Hold	305	–	–	﹤0.01%	800
2020 Q1	$1K	Buy	+305	New	+$1.6K	﹤0.01%	902

Other funds holding SPWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's SPWR Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q1 2023, closing a stake of 200 shares — an estimated $3.61K sold.

BerganKDV Wealth Management first reported a position in SPWR in Q1 2020 and held it in 12 quarters. The position peaked at $7K in Q1 2021. 273 funds tracked by Wall St. Rank hold SPWR as of Q1 2023.

BerganKDV Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 200 SunPower Corporation Common Stock shares in Q1 2023, an estimated $3.61K.
BerganKDV Wealth Management first reported a position in SunPower Corporation Common Stock in Q1 2020 and held it in 12 quarters.
BerganKDV Wealth Management's SunPower Corporation Common Stock position peaked at $7K in Q1 2021.
273 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.