BWM
SVM

BerganKDV Wealth Management’s Silvercorp Metals SVM Stock Holding History

BerganKDV Wealth Management’s Portfolio SVM Stock Details SVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,000
Closed -$22K – 1014
2020
Q3 		$22K Buy
3,000
+1,000
+50% +$7.38K ﹤0.01% 415
2020
Q2 		$11K Buy
2,000
+1,000
+100% +$4.2K ﹤0.01% 534
2020
Q1 		$3K Buy
+1,000
New +$4.25K ﹤0.01% 694

Other funds holding SVM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's SVM Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Silvercorp Metals (SVM) in Q4 2020, closing a stake of 3,000 shares — an estimated $22K sold.

BerganKDV Wealth Management first reported a position in SVM in Q1 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2020. 124 funds tracked by Wall St. Rank hold SVM as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Silvercorp Metals position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3,000 Silvercorp Metals shares in Q4 2020, an estimated $22K.
  • BerganKDV Wealth Management first reported a position in Silvercorp Metals in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Silvercorp Metals position peaked at $22K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held Silvercorp Metals as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.