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BerganKDV Wealth Management’s Academy Sports + Outdoors ASO Stock Holding History

BerganKDV Wealth Management’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-304
Closed -$16K – 1064
2022
Q4 		$16K Hold
304
– – ﹤0.01% 519
2022
Q3 		$13K Hold
304
– – ﹤0.01% 534
2022
Q2 		$11K Hold
304
– – ﹤0.01% 573
2022
Q1 		$12K Hold
304
– – ﹤0.01% 584
2021
Q4 		$13K Buy
+304
New +$13.2K ﹤0.01% 608

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Vanguard Group
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

BerganKDV Wealth Management's ASO Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Academy Sports + Outdoors (ASO) in Q1 2023, closing a stake of 304 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in ASO in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2022. 371 funds tracked by Wall St. Rank hold ASO as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Academy Sports + Outdoors position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 304 Academy Sports + Outdoors shares in Q1 2023, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Academy Sports + Outdoors in Q4 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Academy Sports + Outdoors position peaked at $16K in Q4 2022.
  • 371 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.