BerganKDV Wealth Management’s Floor & Decor FND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7	Closed	-$688	–	950
2023 Q1	$688	Hold	7	–	–	﹤0.01%	943
2022 Q4	$487	Hold	7	–	–	﹤0.01%	951
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1001
2022 Q2	$0	Hold	7	–	–	﹤0.01%	997
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	921
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	979
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	960
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	907
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	851
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	852
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	798
2020 Q2	$0	Hold	7	–	–	﹤0.01%	1002
2020 Q1	$0	Hold	7	–	–	﹤0.01%	947
2019 Q4	$0	Buy	+7	New	+$328	﹤0.01%	947

Other funds holding FND

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Floor & Decor (FND) in Q2 2023, closing a stake of 7 shares — an estimated $688 sold.

BerganKDV Wealth Management first reported a position in FND in Q4 2019 and held it in 14 quarters. The position peaked at $1K in Q1 2022. 415 funds tracked by Wall St. Rank hold FND as of Q2 2023.

BerganKDV Wealth Management reported no remaining Floor & Decor position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 7 Floor & Decor shares in Q2 2023, an estimated $688.
BerganKDV Wealth Management first reported a position in Floor & Decor in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Floor & Decor position peaked at $1K in Q1 2022.
415 funds tracked by Wall St. Rank held Floor & Decor as of Q2 2023.

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