BerganKDV Wealth Management’s Controladora Vuela Compania de Aviacion VLRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,700	Closed	-$148K	–	1098
2021 Q2	$148K	Hold	7,700	–	–	0.02%	272
2021 Q1	$110K	Hold	7,700	–	–	0.01%	285
2020 Q4	$96K	Hold	7,700	–	–	0.01%	282
2020 Q3	$56K	Hold	7,700	–	–	0.01%	326
2020 Q2	$41K	Hold	7,700	–	–	0.01%	373
2020 Q1	$26K	Hold	7,700	–	–	0.01%	395
2019 Q4	$80K	Hold	7,700	–	–	0.01%	301
2019 Q3	$77K	Hold	7,700	–	–	0.02%	284
2019 Q2	$72K	Hold	7,700	–	–	0.01%	296
2019 Q1	$66K	Hold	7,700	–	–	0.01%	318
2018 Q4	$41K	Hold	7,700	–	–	0.01%	323
2018 Q3	$57K	Hold	7,700	–	–	0.01%	304
2018 Q2	$39K	Buy	+7,700	New	+$47.9K	0.01%	347

Other funds holding VLRS

Indigo Partners Phoenix, Arizona $267M AUM 9% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return

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

BerganKDV Wealth Management's VLRS Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Controladora Vuela Compania de Aviacion (VLRS) in Q3 2021, closing a stake of 7,700 shares — an estimated $148K sold.

BerganKDV Wealth Management first reported a position in VLRS in Q2 2018 and held it in 13 quarters. The position peaked at $148K in Q2 2021. 82 funds tracked by Wall St. Rank hold VLRS as of Q3 2021.

BerganKDV Wealth Management reported no remaining Controladora Vuela Compania de Aviacion position as of Q3 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 7,700 Controladora Vuela Compania de Aviacion shares in Q3 2021, an estimated $148K.
BerganKDV Wealth Management first reported a position in Controladora Vuela Compania de Aviacion in Q2 2018 and held it in 13 quarters.
BerganKDV Wealth Management's Controladora Vuela Compania de Aviacion position peaked at $148K in Q2 2021.
82 funds tracked by Wall St. Rank held Controladora Vuela Compania de Aviacion as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.