BWM
WIMI

BerganKDV Wealth Management’s WiMi Hologram Cloud WIMI Stock Holding History

BerganKDV Wealth Management’s Portfolio WIMI Stock Details WIMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed -$1K – 1021
2020
Q3 		$1K Buy
+10
New +$825 ﹤0.01% 879

Other funds holding WIMI

SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

BerganKDV Wealth Management's WIMI Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of WiMi Hologram Cloud (WIMI) in Q4 2020, closing a stake of 10 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in WIMI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 23 funds tracked by Wall St. Rank hold WIMI as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining WiMi Hologram Cloud position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 WiMi Hologram Cloud shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in WiMi Hologram Cloud in Q3 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's WiMi Hologram Cloud position peaked at $1K in Q3 2020.
  • 23 funds tracked by Wall St. Rank held WiMi Hologram Cloud as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.