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
SJM
J M Smucker CO

Consumer Defensive
-2
- 9.52%
$144.9 - $158.71 $290 - $317
19 $2K
FIS
Fidelity National Information Services, Inc.

Technology
-23
- 7.96%
$52.42 - $58.72 $1.21K - $1.35K
266 $14K
AA
Alcoa Corp

Basic Materials
-14
- 15.38%
$31.72 - $42.15 $444 - $590
77 $2K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1
- 0.22%
$19.27 - $21.99 $19.3 - $22
462 $9K
STE
Steris PLC

Healthcare
-4
- 33.33%
$181.84 - $224.98 $727 - $900
8 $1K
SIRI
Sirius Xm Holdings Inc.

Communication Services
-213
- 9.21%
$3.42 - $4.53 $728 - $965
2.1K $9K
LUV
Southwest Airlines CO

Industrials
-9
- 4.84%
$28.54 - $36.21 $257 - $326
177 $6K
ZM
Zoom Video Communications, Inc.

Technology
-4
- 7.41%
$60.82 - $73.67 $243 - $295
50 $3K
Annaly Capital Management In
-8
- 10.26%
N/A
70 $0
WIX
Wix.Com Ltd.

Technology
-3
- 37.5%
$73.53 - $99.81 $221 - $299
5 $0
SPLK
Splunk Inc

Technology
-3
- 33.33%
$82.53 - $110.48 $248 - $331
6 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
-15
- 10.71%
$35.08 - $42.32 $526 - $635
125 $5K
SPOT
Spotify Technology S.A.

Communication Services
-3
- 27.27%
$130.92 - $160.57 $393 - $482
8 $1K
SLG
Sl Green Realty Corp

Real Estate
-10
- 34.48%
$20.6 - $30.72 $206 - $307
19 $0
VRSN
Verisign Inc

Technology
-2
- 22.22%
$212.2 - $228.54 $424 - $457
7 $1K
Healthcare Rlty Tr
-18
- 3.27%
N/A
533 $0
HPQ
Hp Inc

Technology
-71
- 6.32%
$28.9 - $31.3 $2.05K - $2.22K
1.05K $32K
CHD
Church & Dwight CO Inc

Consumer Defensive
-50
- 12.38%
$88.54 - $100.23 $4.43K - $5.01K
354 $35K
Linde PLC
-9
- 2.92%
N/A
299 $0
EMBC
Embecta Corp.

Healthcare
-1
- 50.0%
$21.6 - $30.69 $21.6 - $30.7
1 $0
CSL
Carlisle Companies Inc

Industrials
-8
- 10.26%
$205.6 - $256.53 $1.64K - $2.05K
70 $17K
OGN
Organon & Co.

Healthcare
-18
- 15.52%
$19.27 - $24.63 $347 - $443
98 $2K
DDOG
Datadog, Inc.

Technology
-5
- 41.67%
$62.69 - $101.85 $313 - $509
7 $0
IAC
Iac/Inter Active Corp

Communication Services
-7
- 46.67%
$48.53 - $63.51 $340 - $445
8 $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-17
- 0.57%
$23.66 - $25.54 $402 - $434
2.99K $73K
Gsk PLC
-220
- 28.21%
N/A
560 $0
FLNC
Fluence Energy, Inc.

Utilities
-20
- 30.77%
$16.45 - $28.84 $329 - $577
45 $1K
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 25.0%
$183.66 - $224.77 $367 - $450
6 $1K
SO
Southern CO

Utilities
-10
- 0.5%
$68.97 - $75.66 $690 - $757
1.98K $139K
HRL
Hormel Foods Corp

Consumer Defensive
-13
- 0.23%
$38.24 - $41.3 $497 - $537
5.61K $225K
CRWD
Crowd Strike Holdings, Inc.

Technology
-8
- 3.72%
$116.74 - $160.13 $934 - $1.28K
207 $30K
TJX
Tjx Companies Inc

Consumer Cyclical
-38
- 5.66%
$75.94 - $84.79 $2.89K - $3.22K
633 $53K
WST
West Pharmaceutical Services Inc

Healthcare
-16
- 8.7%
$334.63 - $382.47 $5.35K - $6.12K
168 $64K
MDB
Mongo Db, Inc.

Technology
-1
- 25.0%
$211.52 - $410.99 $212 - $411
3 $1K
WSM
Williams Sonoma Inc

Consumer Cyclical
-17
- 2.12%
$111.16 - $129.59 $1.89K - $2.2K
786 $98K
XYL
Xylem Inc.

Industrials
-72
- 6.98%
$98.35 - $113.53 $7.08K - $8.17K
959 $108K
TRP
Tc Energy Corp

Energy
-808
- 3.69%
$38.94 - $42.55 $31.5K - $34.4K
21.1K $851K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-129
- 7.12%
$47.08 - $51.7 $6.07K - $6.67K
1.68K $87K
U
Unity Software Inc.

Technology
-11
- 9.91%
$24.82 - $44.12 $273 - $485
100 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 3.57%
$858.35 - $962.1 $858 - $962
27 $25K
CTSH
Cognizant Technology Solutions Corp

Technology
-9
- 2.05%
$58.4 - $65.28 $526 - $588
430 $28K
KKR
Kkr & Co. Inc.

Financial Services
-12
- 2.34%
$47.79 - $58.61 $573 - $703
500 $28K
KMB
Kimberly Clark Corp

Consumer Defensive
-44
- 1.75%
$133.57 - $146.38 $5.88K - $6.44K
2.48K $341K
WY
Weyerhaeuser CO

Real Estate
-32
- 2.44%
$28.25 - $33.51 $904 - $1.07K
1.28K $42K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-402
- 1.24%
$7.91 - $8.28 $3.18K - $3.33K
32K $264K
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 2.03%
$139.94 - $165.63 $420 - $497
145 $24K
MAR
Marriott International Inc

Consumer Cyclical
-19
- 4.41%
$161.47 - $183.69 $3.07K - $3.49K
412 $75K
ABC
Amerisourcebergen Corp

Healthcare
-11
- 5.91%
$162.28 - $192.43 $1.79K - $2.12K
175 $33K
COF
Capital One Financial Corp

Financial Services
-10
- 2.75%
$85.63 - $113.65 $856 - $1.14K
353 $38K
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
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