BWM
CTAS icon

BerganKDV Wealth Management’s Cintas CTAS Stock Holding History

BerganKDV Wealth Management’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-132
Closed -$12K – 983
2022
Q2 		$12K Hold
132
– – ﹤0.01% 557
2022
Q1 		$14K Hold
132
– – ﹤0.01% 556
2021
Q4 		$15K Hold
132
– – ﹤0.01% 582
2021
Q3 		$13K Hold
132
– – ﹤0.01% 592
2021
Q2 		$13K Hold
132
– – ﹤0.01% 563
2021
Q1 		$11K Hold
132
– – ﹤0.01% 564
2020
Q4 		$12K Buy
+132
New +$11.5K ﹤0.01% 536

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BerganKDV Wealth Management's CTAS Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Cintas (CTAS) in Q3 2022, closing a stake of 132 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in CTAS in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 920 funds tracked by Wall St. Rank hold CTAS as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Cintas position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 132 Cintas shares in Q3 2022, an estimated $12K.
  • BerganKDV Wealth Management first reported a position in Cintas in Q4 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's Cintas position peaked at $15K in Q4 2021.
  • 920 funds tracked by Wall St. Rank held Cintas as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.