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BerganKDV Wealth Management’s Flowserve FLS Stock Holding History

BerganKDV Wealth Management’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-26
Closed -$1K – 1001
2020
Q1 		$1K Hold
26
– – ﹤0.01% 821
2019
Q4 		$1K Hold
26
– – ﹤0.01% 845
2019
Q3 		$1K Hold
26
– – ﹤0.01% 658
2019
Q2 		$1K Hold
26
– – ﹤0.01% 698
2019
Q1 		$1K Hold
26
– – ﹤0.01% 693
2018
Q4 		$1K Buy
+26
New +$1.22K ﹤0.01% 658

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BerganKDV Wealth Management's FLS Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Flowserve (FLS) in Q2 2020, closing a stake of 26 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FLS in Q4 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 311 funds tracked by Wall St. Rank hold FLS as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Flowserve position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 26 Flowserve shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Flowserve in Q4 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's Flowserve position peaked at $1K in Q1 2020.
  • 311 funds tracked by Wall St. Rank held Flowserve as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.