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BerganKDV Wealth Management’s Fluor FLR Stock Holding History

BerganKDV Wealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$9K – 967
2020
Q3 		$9K Hold
1,000
– – ﹤0.01% 515
2020
Q2 		$12K Sell
1,000
-40
-4% -$420 ﹤0.01% 515
2020
Q1 		$7K Hold
1,040
– – ﹤0.01% 532
2019
Q4 		$20K Buy
+1,040
New +$18.9K ﹤0.01% 446

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

BerganKDV Wealth Management's FLR Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Fluor (FLR) in Q4 2020, closing a stake of 1,000 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in FLR in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 280 funds tracked by Wall St. Rank hold FLR as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Fluor position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,000 Fluor shares in Q4 2020, an estimated $9K.
  • BerganKDV Wealth Management first reported a position in Fluor in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Fluor position peaked at $20K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held Fluor as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.