BerganKDV Wealth Management’s Telefônica Brasil VIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,430	Closed	-$19K	–	1131
2021 Q3	$19K	Hold	2,430	–	–	﹤0.01%	537
2021 Q2	$21K	Hold	2,430	–	–	﹤0.01%	516
2021 Q1	$19K	Hold	2,430	–	–	﹤0.01%	493
2020 Q4	$22K	Hold	2,430	–	–	﹤0.01%	463
2020 Q3	$19K	Hold	2,430	–	–	﹤0.01%	435
2020 Q2	$22K	Hold	2,430	–	–	﹤0.01%	445
2020 Q1	$23K	Hold	2,430	–	–	﹤0.01%	407
2019 Q4	$35K	Hold	2,430	–	–	0.01%	384
2019 Q3	$32K	Hold	2,430	–	–	0.01%	376
2019 Q2	$32K	Hold	2,430	–	–	0.01%	373
2019 Q1	$29K	Hold	2,430	–	–	0.01%	396
2018 Q4	$29K	Hold	2,430	–	–	0.01%	356
2018 Q3	$24K	Hold	2,430	–	–	0.01%	407
2018 Q2	$29K	Buy	+2,430	New	+$32K	0.01%	382

Other funds holding VIV

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's VIV Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Telefônica Brasil (VIV) in Q4 2021, closing a stake of 2,430 shares — an estimated $19K sold.

BerganKDV Wealth Management first reported a position in VIV in Q2 2018 and held it in 14 quarters. The position peaked at $35K in Q4 2019. 146 funds tracked by Wall St. Rank hold VIV as of Q4 2021.

BerganKDV Wealth Management reported no remaining Telefônica Brasil position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 2,430 Telefônica Brasil shares in Q4 2021, an estimated $19K.
BerganKDV Wealth Management first reported a position in Telefônica Brasil in Q2 2018 and held it in 14 quarters.
BerganKDV Wealth Management's Telefônica Brasil position peaked at $35K in Q4 2019.
146 funds tracked by Wall St. Rank held Telefônica Brasil as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.