BWM
GAP

BerganKDV Wealth Management’s The Gap Inc GAP Stock Holding History

BerganKDV Wealth Management’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-49
Closed -$492 – 1094
2023
Q1 		$492 Hold
49
– – ﹤0.01% 975
2022
Q4 		$553 Hold
49
– – ﹤0.01% 943
2022
Q3 		$0 Buy
+49
New +$460 ﹤0.01% 1087
2020
Q3 		– Sell
-100
Closed -$1K – 1028
2020
Q2 		$1K Buy
+100
New +$901 ﹤0.01% 923
2018
Q3 		– Sell
-400
Closed -$13K – 662
2018
Q2 		$13K Buy
+400
New +$12.3K ﹤0.01% 472

Other funds holding GAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of The Gap Inc (GAP) in Q2 2023, closing a stake of 49 shares — an estimated $492 sold.

BerganKDV Wealth Management first reported a position in GAP in Q2 2018 and held it in 5 quarters. The position peaked at $13K in Q2 2018. 335 funds tracked by Wall St. Rank hold GAP as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining The Gap Inc position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 49 The Gap Inc shares in Q2 2023, an estimated $492.
  • BerganKDV Wealth Management first reported a position in The Gap Inc in Q2 2018 and held it in 5 quarters.
  • BerganKDV Wealth Management's The Gap Inc position peaked at $13K in Q2 2018.
  • 335 funds tracked by Wall St. Rank held The Gap Inc as of Q2 2023.

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