Bergan Kdv Wealth Management, LLC Sells in Q2 2023

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
-7
- 36.84%
$293.65 - $336.81 $2.06K - $2.36K
12 $3K
APH
Amphenol Corp

Technology
-34
- 25.0%
$72.97 - $84.95 $2.48K - $2.89K
102 $8K
ZTS
Zoetis Inc.

Healthcare
-33
- 6.69%
$160.94 - $186.23 $5.31K - $6.15K
460 $79K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-52
- 57.14%
$50.23 - $58.93 $2.61K - $3.06K
39 $2K
AON
Aon PLC

Financial Services
-11
- 35.48%
$308.29 - $345.2 $3.39K - $3.8K
20 $6K
CNC
Centene Corp

Healthcare
-42
- 76.36%
$61.98 - $69.47 $2.6K - $2.92K
13 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
-18
- 15.93%
$129.56 - $160.68 $2.33K - $2.89K
95 $13K
HUM
Humana Inc

Healthcare
-4
- 19.05%
$443.86 - $535.96 $1.78K - $2.14K
17 $7K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-102
- 42.5%
$18.34 - $19.64 $1.87K - $2K
138 $2K
HLN
Haleon PLC

Healthcare
-275
- 28.21%
$8.04 - $9.0 $2.21K - $2.48K
700 $5K
CSGP
Costar Group, Inc.

Real Estate
-34
- 73.91%
$67.75 - $90.12 $2.3K - $3.06K
12 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
-9
- 21.95%
$218.23 - $249.19 $1.96K - $2.24K
32 $7K
ICE
Intercontinental Exchange, Inc.

Financial Services
-30
- 40.0%
$104.4 - $113.08 $3.13K - $3.39K
45 $5K
ROP
Roper Technologies Inc

Industrials
-6
- 66.67%
$431.05 - $480.8 $2.59K - $2.88K
3 $1K
SRE
Sempra Energy

Utilities
-16
- 66.67%
$143.53 - $157.99 $2.3K - $2.53K
8 $1K
WDAY
Workday, Inc.

Technology
-9
- 60.0%
$178.32 - $227.12 $1.6K - $2.04K
6 $1K
MSCI
Msci Inc.

Financial Services
-2
- 50.0%
$456.98 - $557.37 $914 - $1.11K
2 $0
ORI
Old Republic International Corp

Financial Services
-102
- 54.55%
$24.22 - $25.72 $2.47K - $2.62K
85 $2K
MGM
Mgm Resorts International

Consumer Cyclical
-54
- 49.54%
$39.12 - $46.04 $2.11K - $2.49K
55 $2K
SYF
Synchrony Financial

Financial Services
-47
- 66.2%
$26.76 - $34.2 $1.26K - $1.61K
24 $0
TFX
Teleflex Inc

Healthcare
-5
- 62.5%
$232.06 - $274.11 $1.16K - $1.37K
3 $0
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 50.0%
$264.09 - $303.48 $2.11K - $2.43K
8 $2K
APO
Apollo Global Management, Inc.

Financial Services
-20
- 62.5%
$58.04 - $77.39 $1.16K - $1.55K
12 $0
FWONK
Liberty Media Corp

Communication Services
-19
- 67.86%
$70.01 - $79.96 $1.33K - $1.52K
9 $0
DOW
Dow Inc.

Basic Materials
-29
- 10.18%
$48.78 - $56.92 $1.41K - $1.65K
256 $13K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-28
- 68.29%
$85.54 - $97.27 $2.4K - $2.72K
13 $1K
BALL
Ball Corp

Consumer Cyclical
-60
- 12.37%
$50.03 - $59.26 $3K - $3.56K
425 $24K
DD
Du Pont De Nemours, Inc.

Basic Materials
-29
- 10.82%
$63.77 - $72.37 $1.85K - $2.1K
239 $17K
EW
Edwards Lifesciences Corp

Healthcare
-27
- 69.23%
$81.41 - $94.33 $2.2K - $2.55K
12 $1K
DXCM
Dexcom Inc

Healthcare
-15
- 68.18%
$112.47 - $130.98 $1.69K - $1.96K
7 $0
HPE
Hewlett Packard Enterprise CO

Technology
-143
- 12.12%
$13.78 - $17.57 $1.97K - $2.51K
1.04K $17K
UBER
Uber Technologies, Inc

Technology
-33
- 47.83%
$29.59 - $44.42 $976 - $1.47K
36 $1K
KMI
Kinder Morgan, Inc.

Energy
-74
- 74.75%
$16.11 - $17.89 $1.19K - $1.32K
25 $0
DINO
Hf Sinclair Corp

Energy
-18
- 81.82%
$38.26 - $48.69 $689 - $876
4 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3
- 2.48%
$89.73 - $105.07 $269 - $315
118 $11K
KHC
Kraft Heinz CO

Consumer Defensive
-8
- 30.77%
$35.02 - $41.32 $280 - $331
18 $0
RBLX
Roblox Corp

Communication Services
-19
- 57.58%
$34.23 - $46.43 $650 - $882
14 $0
DASH
Door Dash, Inc.

Communication Services
-5
- 29.41%
$56.82 - $76.49 $284 - $382
12 $0
RGA
Reinsurance Group Of America Inc

Financial Services
-13
- 6.53%
$133.07 - $150.19 $1.73K - $1.95K
186 $25K
IFF
International Flavors & Fragrances Inc

Basic Materials
-8
- 10.53%
$75.28 - $97.14 $602 - $777
68 $5K
UHS
Universal Health Services Inc

Healthcare
-8
- 40.0%
$126.93 - $157.77 $1.02K - $1.26K
12 $1K
RNR
Renaissancere Holdings LTD

Financial Services
-6
- 46.15%
$180.39 - $220.12 $1.08K - $1.32K
7 $1K
VTRS
Viatris Inc

Healthcare
-189
- 15.18%
$9.02 - $10.29 $1.7K - $1.94K
1.06K $10K
BX
Blackstone Inc.

Financial Services
-13
- 65.0%
$80.4 - $92.97 $1.05K - $1.21K
7 $0
OKTA
Okta, Inc.

Technology
-9
- 36.0%
$68.53 - $90.9 $617 - $818
16 $1K
CTRA
Coterra Energy Inc.

Energy
-35
- 3.3%
$22.97 - $25.96 $804 - $909
1.03K $25K
VEEV
Veeva Systems Inc

Healthcare
-1
- 16.67%
$162.6 - $202.68 $163 - $203
5 $0
BEN
Franklin Resources Inc

Financial Services
-17
- 19.54%
$24.01 - $27.3 $408 - $464
70 $1K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1
- 0.55%
$100.28 - $108.53 $100 - $109
182 $18K
Activity Summary
Buys All Purchases 169 New Holdings 56 Increased Positions 113 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email