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BerganKDV Wealth Management’s CGI GIB Stock Holding History

BerganKDV Wealth Management’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-112
Closed -$9.65K – 1082
2022
Q4 		$9.65K Hold
112
– – ﹤0.01% 579
2022
Q3 		$8K Hold
112
– – ﹤0.01% 605
2022
Q2 		$9K Hold
112
– – ﹤0.01% 605
2022
Q1 		$9K Hold
112
– – ﹤0.01% 626
2021
Q4 		$10K Hold
112
– – ﹤0.01% 658
2021
Q3 		$9K Hold
112
– – ﹤0.01% 650
2021
Q2 		$10K Hold
112
– – ﹤0.01% 604
2021
Q1 		$9K Hold
112
– – ﹤0.01% 591
2020
Q4 		$9K Hold
112
– – ﹤0.01% 583
2020
Q3 		$8K Hold
112
– – ﹤0.01% 528
2020
Q2 		$7K Hold
112
– – ﹤0.01% 583
2020
Q1 		$6K Hold
112
– – ﹤0.01% 556
2019
Q4 		$9K Hold
112
– – ﹤0.01% 535
2019
Q3 		$9K Hold
112
– – ﹤0.01% 509
2019
Q2 		$9K Hold
112
– – ﹤0.01% 528
2019
Q1 		$8K Hold
112
– – ﹤0.01% 552
2018
Q4 		$7K Sell
112
-3,694
-97% -$228K ﹤0.01% 518
2018
Q3 		$245K Sell
3,806
-12,065
-76% -$784K 0.05% 186
2018
Q2 		$1M Sell
15,871
-870
-5% -$52.3K 0.22% 79
2018
Q1 		$965K Buy
16,741
+182
+1% +$10.3K 0.26% 78
2017
Q4 		$900K Buy
16,559
+580
+4% +$30.9K 0.21% 95
2017
Q3 		$829K Buy
15,979
+6
+0% +$308 0.21% 95
2017
Q2 		$816K Buy
15,973
+238
+2% +$11.6K 0.23% 85
2017
Q1 		$754K Buy
15,735
+687
+5% +$33K 0.22% 91
2016
Q4 		$723K Buy
15,048
+1,792
+14% +$85.3K 0.24% 88
2016
Q3 		$631K Buy
13,256
+1,033
+8% +$48.8K 0.22% 97
2016
Q2 		$522K Buy
12,223
+1,816
+17% +$84K 0.22% 98
2016
Q1 		$497K Buy
+10,407
New +$435K 0.3% 87

Other funds holding GIB

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's GIB Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of CGI (GIB) in Q1 2023, closing a stake of 112 shares — an estimated $9.65K sold.

BerganKDV Wealth Management first reported a position in GIB in Q1 2016 and held it in 28 quarters. The position peaked at $1M in Q2 2018. 287 funds tracked by Wall St. Rank hold GIB as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining CGI position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 112 CGI shares in Q1 2023, an estimated $9.65K.
  • BerganKDV Wealth Management first reported a position in CGI in Q1 2016 and held it in 28 quarters.
  • BerganKDV Wealth Management's CGI position peaked at $1M in Q2 2018.
  • 287 funds tracked by Wall St. Rank held CGI as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.