BWM
CPAY icon

BerganKDV Wealth Management’s Corpay CPAY Stock Holding History

BerganKDV Wealth Management’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$1K – 1121
2022
Q3 		$1K Sell
5
-28
-85% -$6K ﹤0.01% 942
2022
Q2 		$7K Hold
33
– – ﹤0.01% 653
2022
Q1 		$8K Hold
33
– – ﹤0.01% 656
2021
Q4 		$7K Hold
33
– – ﹤0.01% 738
2021
Q3 		$9K Hold
33
– – ﹤0.01% 666
2021
Q2 		$8K Hold
33
– – ﹤0.01% 651
2021
Q1 		$9K Hold
33
– – ﹤0.01% 598
2020
Q4 		$9K Buy
33
+28
+560% +$7.19K ﹤0.01% 589
2020
Q3 		$1K Hold
5
– – ﹤0.01% 882
2020
Q2 		$1K Buy
+5
New +$1.19K ﹤0.01% 922

Other funds holding CPAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return