BWM
DAY

BerganKDV Wealth Management’s Dayforce DAY Stock Holding History

BerganKDV Wealth Management’s Portfolio DAY Stock Details DAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$367 – 1092
2023
Q1 		$367 Hold
5
– – ﹤0.01% 1000
2022
Q4 		$321 Hold
5
– – ﹤0.01% 989
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1086
2022
Q2 		$0 Buy
+5
New +$278 ﹤0.01% 1086

Other funds holding DAY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Dayforce (DAY) in Q2 2023, closing a stake of 5 shares — an estimated $367 sold.

BerganKDV Wealth Management first reported a position in DAY in Q2 2022 and held it in 4 quarters. The position peaked at $367 in Q1 2023. 361 funds tracked by Wall St. Rank hold DAY as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Dayforce position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Dayforce shares in Q2 2023, an estimated $367.
  • BerganKDV Wealth Management first reported a position in Dayforce in Q2 2022 and held it in 4 quarters.
  • BerganKDV Wealth Management's Dayforce position peaked at $367 in Q1 2023.
  • 361 funds tracked by Wall St. Rank held Dayforce as of Q2 2023.

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