BWM
GIC icon

BerganKDV Wealth Management’s Global Industrial GIC Stock Holding History

BerganKDV Wealth Management’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25
Closed -$1K – 1061
2021
Q2 		$1K Hold
25
– – ﹤0.01% 910
2021
Q1 		$1K Hold
25
– – ﹤0.01% 855
2020
Q4 		$1K Hold
25
– – ﹤0.01% 856
2020
Q3 		$1K Hold
25
– – ﹤0.01% 804
2020
Q2 		$1K Hold
25
– – ﹤0.01% 856
2020
Q1 		$0 Buy
+25
New +$543 ﹤0.01% 954

Other funds holding GIC

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

BerganKDV Wealth Management's GIC Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Global Industrial (GIC) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in GIC in Q1 2020 and held it in 6 quarters. The position peaked at $1K in Q2 2021. 93 funds tracked by Wall St. Rank hold GIC as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Global Industrial position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 25 Global Industrial shares in Q3 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Global Industrial in Q1 2020 and held it in 6 quarters.
  • BerganKDV Wealth Management's Global Industrial position peaked at $1K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Global Industrial as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.