BWM
FPAY

BerganKDV Wealth Management’s FlexShopper FPAY Stock Holding History

BerganKDV Wealth Management’s Portfolio FPAY Stock Details FPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$25.6K Buy
+20,000
New +$19.4K ﹤0.01% 467

Other funds holding FPAY

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in FlexShopper (FPAY) in Q2 2023: 20,000 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

18 funds tracked by Wall St. Rank hold FPAY as of Q2 2023.

  • BerganKDV Wealth Management held 20,000 shares of FlexShopper worth $25.6K as of Q2 2023.
  • FlexShopper was a new BerganKDV Wealth Management position in Q2 2023.
  • FlexShopper made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #467 holding.
  • 18 funds tracked by Wall St. Rank held FlexShopper as of Q2 2023.

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