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BerganKDV Wealth Management’s Skyworks Solutions SWKS Stock Holding History

BerganKDV Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$4K – 1057
2023
Q1 		$4K Hold
34
– – ﹤0.01% 722
2022
Q4 		$3.08K Sell
34
-29
-46% -$2.6K ﹤0.01% 747
2022
Q3 		$5K Buy
63
+16
+34% +$1.64K ﹤0.01% 694
2022
Q2 		$4K Buy
47
+1
+2% +$108 ﹤0.01% 745
2022
Q1 		$6K Sell
46
-729
-94% -$102K ﹤0.01% 704
2021
Q4 		$120K Sell
775
-84
-10% -$13.4K 0.01% 312
2021
Q3 		$142K Hold
859
– – 0.02% 280
2021
Q2 		$165K Hold
859
– – 0.02% 263
2021
Q1 		$158K Sell
859
-8
-0.9% -$1.39K 0.02% 257
2020
Q4 		$133K Buy
867
+13
+2% +$1.9K 0.02% 253
2020
Q3 		$124K Sell
854
-4,336
-84% -$603K 0.02% 246
2020
Q2 		$664K Sell
5,190
-130
-2% -$14.4K 0.11% 123
2020
Q1 		$476K Sell
5,320
-1,168
-18% -$125K 0.1% 135
2019
Q4 		$784K Sell
6,488
-436
-6% -$42.8K 0.14% 115
2019
Q3 		$549K Sell
6,924
-2,499
-27% -$199K 0.11% 124
2019
Q2 		$728K Sell
9,423
-692
-7% -$54.9K 0.14% 113
2019
Q1 		$834K Buy
10,115
+1,888
+23% +$146K 0.17% 99
2018
Q4 		$551K Sell
8,227
-1,358
-14% -$105K 0.13% 112
2018
Q3 		$869K Buy
9,585
+306
+3% +$28.6K 0.19% 96
2018
Q2 		$897K Buy
9,279
+350
+4% +$34K 0.2% 91
2018
Q1 		$895K Sell
8,929
-279
-3% -$29K 0.24% 90
2017
Q4 		$874K Buy
9,208
+29
+0.3% +$3.02K 0.21% 99
2017
Q3 		$935K Sell
9,179
-839
-8% -$87K 0.23% 86
2017
Q2 		$961K Sell
10,018
-510
-5% -$52.3K 0.27% 67
2017
Q1 		$1.03M Buy
10,528
+362
+4% +$33K 0.31% 57
2016
Q4 		$759K Buy
10,166
+940
+10% +$72.4K 0.25% 81
2016
Q3 		$702K Buy
9,226
+1,324
+17% +$92.3K 0.24% 75
2016
Q2 		$500K Buy
7,902
+1,640
+26% +$111K 0.21% 103
2016
Q1 		$488K Buy
+6,262
New +$425K 0.29% 93

Other funds holding SWKS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BerganKDV Wealth Management's SWKS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Skyworks Solutions (SWKS) in Q2 2023, closing a stake of 34 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in SWKS in Q1 2016 and held it in 29 quarters. The position peaked at $1.03M in Q1 2017. 890 funds tracked by Wall St. Rank hold SWKS as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Skyworks Solutions position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 34 Skyworks Solutions shares in Q2 2023, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Skyworks Solutions in Q1 2016 and held it in 29 quarters.
  • BerganKDV Wealth Management's Skyworks Solutions position peaked at $1.03M in Q1 2017.
  • 890 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.