BerganKDV Wealth Management’s TopBuild BLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.49M	Buy	5,617 +167	+3%	+$36.7K	0.15%	108
2023 Q1	$1.13M	Buy	5,450 +480	+10%	+$92.8K	0.12%	123
2022 Q4	$778K	Buy	4,970 +211	+4%	+$33.6K	0.08%	142
2022 Q3	$784K	Buy	4,759 +324	+7%	+$59.9K	0.09%	135
2022 Q2	$741K	Buy	4,435 +356	+9%	+$65.2K	0.08%	142
2022 Q1	$740K	Buy	4,079 +532	+15%	+$119K	0.08%	146
2021 Q4	$979K	Sell	3,547 -173	-5%	-$44.3K	0.1%	131
2021 Q3	$762K	Sell	3,720 -184	-5%	-$38.7K	0.09%	145
2021 Q2	$772K	Buy	3,904 +17	+0.4%	+$3.52K	0.09%	135
2021 Q1	$814K	Sell	3,887 -575	-13%	-$117K	0.1%	125
2020 Q4	$821K	Buy	4,462 +24	+0.5%	+$4.25K	0.12%	114
2020 Q3	$758K	Sell	4,438 -163	-4%	-$23.4K	0.12%	120
2020 Q2	$523K	Buy	4,601 +3,899	+555%	+$389K	0.09%	141
2020 Q1	$50K	Hold	702	–	–	0.01%	320
2019 Q4	$72K	Hold	702	–	–	0.01%	309
2019 Q3	$68K	Hold	702	–	–	0.01%	299
2019 Q2	$58K	Hold	702	–	–	0.01%	310
2019 Q1	$46K	Hold	702	–	–	0.01%	350
2018 Q4	$32K	Hold	702	–	–	0.01%	345
2018 Q3	$40K	Hold	702	–	–	0.01%	344
2018 Q2	$55K	Buy	+702	New	+$56.5K	0.01%	308

Other funds holding BLD

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAMS

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BerganKDV Wealth Management increased its TopBuild (BLD) stake by 3.1% in Q2 2023, buying an estimated $36.7K and bringing the position to 5,617 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #108.

BerganKDV Wealth Management first reported a position in BLD in Q2 2018 and has held it in 21 quarters since. 412 funds tracked by Wall St. Rank hold BLD as of Q2 2023.

BerganKDV Wealth Management held 5,617 shares of TopBuild worth $1.49M as of Q2 2023.
BerganKDV Wealth Management bought 167 TopBuild shares in Q2 2023, an estimated $36.7K.
TopBuild made up 0.15% of BerganKDV Wealth Management's portfolio in Q2 2023, its #108 holding.
BerganKDV Wealth Management first reported a position in TopBuild in Q2 2018 and has held it in 21 quarters since.
412 funds tracked by Wall St. Rank held TopBuild as of Q2 2023.

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