BWM
VISN

BerganKDV Wealth Management’s Vistance Networks Inc VISN Stock Holding History

BerganKDV Wealth Management’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,809
Closed -$11K – 980
2022
Q2 		$11K Hold
1,809
– – ﹤0.01% 574
2022
Q1 		$14K Hold
1,809
– – ﹤0.01% 555
2021
Q4 		$20K Buy
+1,809
New +$19.8K ﹤0.01% 540
2019
Q3 		– Sell
-100
Closed -$2K – 696
2019
Q2 		$2K Buy
+100
New +$2.03K ﹤0.01% 662

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Vistance Networks Inc (VISN) in Q3 2022, closing a stake of 1,809 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in VISN in Q2 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 242 funds tracked by Wall St. Rank hold VISN as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Vistance Networks Inc position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,809 Vistance Networks Inc shares in Q3 2022, an estimated $11K.
  • BerganKDV Wealth Management first reported a position in Vistance Networks Inc in Q2 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Vistance Networks Inc position peaked at $20K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q3 2022.

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