BerganKDV Wealth Management’s Aecom ACM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.93K	Hold	70	–	–	﹤0.01%	593
2023 Q1	$5.9K	Buy	70 +6	+9%	+$517	﹤0.01%	670
2022 Q4	$5.44K	Hold	64	–	–	﹤0.01%	661
2022 Q3	$4K	Buy	+64	New	+$4.54K	﹤0.01%	701
2020 Q4	–	Sell	-285	Closed	-$12K	–	934
2020 Q3	$12K	Hold	285	–	–	﹤0.01%	487
2020 Q2	$11K	Hold	285	–	–	﹤0.01%	526
2020 Q1	$9K	Hold	285	–	–	﹤0.01%	500
2019 Q4	$12K	Hold	285	–	–	﹤0.01%	507
2019 Q3	$11K	Hold	285	–	–	﹤0.01%	489
2019 Q2	$11K	Hold	285	–	–	﹤0.01%	500
2019 Q1	$8K	Hold	285	–	–	﹤0.01%	551
2018 Q4	$8K	Hold	285	–	–	﹤0.01%	505
2018 Q3	$9K	Hold	285	–	–	﹤0.01%	502
2018 Q2	$9K	Buy	+285	New	+$9.78K	﹤0.01%	511

Other funds holding ACM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BerganKDV Wealth Management's ACM Position: Q2 2023 in Review

BerganKDV Wealth Management held its Aecom (ACM) position steady in Q2 2023 at 70 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

BerganKDV Wealth Management first reported a position in ACM in Q2 2018 and has held it in 14 quarters since. The position peaked at $12K in Q3 2020. 452 funds tracked by Wall St. Rank hold ACM as of Q2 2023.

BerganKDV Wealth Management held 70 shares of Aecom worth $5.93K as of Q2 2023.
BerganKDV Wealth Management left its Aecom share count unchanged in Q2 2023.
Aecom made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #593 holding.
BerganKDV Wealth Management first reported a position in Aecom in Q2 2018 and has held it in 14 quarters since.
BerganKDV Wealth Management's Aecom position peaked at $12K in Q3 2020.
452 funds tracked by Wall St. Rank held Aecom as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.