BerganKDV Wealth Management’s Vimeo VMEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10	Closed	–	–	1112
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1073
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1075
2022 Q1	$0	Sell	10 -24	-71%	-$320	﹤0.01%	1109
2021 Q4	$1K	Buy	34 +21	+162%	+$512	﹤0.01%	1023
2021 Q3	$0	Buy	13 +3	+30%	+$118	﹤0.01%	1099
2021 Q2	$0	Buy	+10	New	+$460	﹤0.01%	1015

Other funds holding VMEO

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BerganKDV Wealth Management's VMEO Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Vimeo (VMEO) in Q4 2022, closing a stake of 10 shares.

BerganKDV Wealth Management first reported a position in VMEO in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 254 funds tracked by Wall St. Rank hold VMEO as of Q4 2022.

BerganKDV Wealth Management reported no remaining Vimeo position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 10 Vimeo shares in Q4 2022.
BerganKDV Wealth Management first reported a position in Vimeo in Q2 2021 and held it in 6 quarters.
BerganKDV Wealth Management's Vimeo position peaked at $1K in Q4 2021.
254 funds tracked by Wall St. Rank held Vimeo as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.