BerganKDV Wealth Management’s Tyson Foods TSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$49.6K	Sell	971 -59	-6%	-$3.21K	0.01%	376
2023 Q1	$61.1K	Hold	1,030	–	–	0.01%	370
2022 Q4	$64.1K	Hold	1,030	–	–	0.01%	357
2022 Q3	$68K	Sell	1,030 -53	-5%	-$4.19K	0.01%	338
2022 Q2	$93K	Sell	1,083 -1	-0.1%	-$90	0.01%	307
2022 Q1	$97K	Sell	1,084 -500	-32%	-$45.6K	0.01%	312
2021 Q4	$138K	Hold	1,584	–	–	0.01%	296
2021 Q3	$125K	Buy	1,584 +1	+0.1%	+$75	0.01%	297
2021 Q2	$117K	Sell	1,583 -1,000	-39%	-$77.6K	0.01%	295
2021 Q1	$192K	Hold	2,583	–	–	0.02%	242
2020 Q4	$166K	Buy	2,583 +42	+2%	+$2.61K	0.02%	236
2020 Q3	$151K	Sell	2,541 -759	-23%	-$46.8K	0.02%	234
2020 Q2	$197K	Buy	3,300 +10	+0.3%	+$606	0.03%	218
2020 Q1	$190K	Buy	3,290 +11	+0.3%	+$822	0.04%	211
2019 Q4	$299K	Buy	3,279 +1,020	+45%	+$87.7K	0.05%	191
2019 Q3	$195K	Hold	2,259	–	–	0.04%	209
2019 Q2	$182K	Hold	2,259	–	–	0.04%	215
2019 Q1	$157K	Buy	2,259 +759	+51%	+$47K	0.03%	225
2018 Q4	$80K	Hold	1,500	–	–	0.02%	257
2018 Q3	$89K	Hold	1,500	–	–	0.02%	263
2018 Q2	$103K	Buy	+1,500	New	+$104K	0.02%	249

Other funds holding TSN

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Tyson Foods (TSN) stake by 5.7% in Q2 2023, selling an estimated $3.21K and leaving 971 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #376.

BerganKDV Wealth Management first reported a position in TSN in Q2 2018 and has held it in 21 quarters since. The position peaked at $299K in Q4 2019. 773 funds tracked by Wall St. Rank hold TSN as of Q2 2023.

BerganKDV Wealth Management held 971 shares of Tyson Foods worth $49.6K as of Q2 2023.
BerganKDV Wealth Management sold 59 Tyson Foods shares in Q2 2023, an estimated $3.21K.
Tyson Foods made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #376 holding.
BerganKDV Wealth Management first reported a position in Tyson Foods in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Tyson Foods position peaked at $299K in Q4 2019.
773 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2023.

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