BerganKDV Wealth Management’s Domino's DPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$1.32K	–	919
2023 Q1	$1.32K	Hold	4	–	–	﹤0.01%	878
2022 Q4	$1.39K	Hold	4	–	–	﹤0.01%	844
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	874
2022 Q2	$2K	Sell	4 -1	-20%	-$370	﹤0.01%	816
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	845
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	852
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	869
2021 Q2	$2K	Sell	5 -1	-17%	-$424	﹤0.01%	803
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	769
2020 Q4	$2K	Sell	6 -4	-40%	-$1.57K	﹤0.01%	764
2020 Q3	$4K	Hold	10	–	–	﹤0.01%	600
2020 Q2	$4K	Sell	10 -2	-17%	-$737	﹤0.01%	649
2020 Q1	$4K	Buy	12 +4	+50%	+$1.23K	﹤0.01%	605
2019 Q4	$2K	Buy	+8	New	+$2.21K	﹤0.01%	761

Other funds holding DPZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Domino's (DPZ) in Q2 2023, closing a stake of 4 shares — an estimated $1.32K sold.

BerganKDV Wealth Management first reported a position in DPZ in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q3 2020. 587 funds tracked by Wall St. Rank hold DPZ as of Q2 2023.

BerganKDV Wealth Management reported no remaining Domino's position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 4 Domino's shares in Q2 2023, an estimated $1.32K.
BerganKDV Wealth Management first reported a position in Domino's in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Domino's position peaked at $4K in Q3 2020.
587 funds tracked by Wall St. Rank held Domino's as of Q2 2023.

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