BerganKDV Wealth Management’s STMicroelectronics STM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-123	Closed	-$4K	–	1063
2022 Q2	$4K	Hold	123	–	–	﹤0.01%	743
2022 Q1	$5K	Hold	123	–	–	﹤0.01%	737
2021 Q4	$6K	Hold	123	–	–	﹤0.01%	762
2021 Q3	$5K	Buy	+123	New	+$5.18K	﹤0.01%	758
2020 Q2	–	Sell	-400	Closed	-$9K	–	1083
2020 Q1	$9K	Buy	400 +150	+60%	+$3.95K	﹤0.01%	508
2019 Q4	$7K	Hold	250	–	–	﹤0.01%	575
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	569
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	617
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	619
2018 Q4	$3K	Hold	250	–	–	﹤0.01%	599
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	544
2018 Q2	$6K	Buy	+250	New	+$5.81K	﹤0.01%	551

Other funds holding STM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BerganKDV Wealth Management's STM Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of STMicroelectronics (STM) in Q3 2022, closing a stake of 123 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in STM in Q2 2018 and held it in 12 quarters. The position peaked at $9K in Q1 2020. 276 funds tracked by Wall St. Rank hold STM as of Q3 2022.

BerganKDV Wealth Management reported no remaining STMicroelectronics position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 123 STMicroelectronics shares in Q3 2022, an estimated $4K.
BerganKDV Wealth Management first reported a position in STMicroelectronics in Q2 2018 and held it in 12 quarters.
BerganKDV Wealth Management's STMicroelectronics position peaked at $9K in Q1 2020.
276 funds tracked by Wall St. Rank held STMicroelectronics as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.