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BerganKDV Wealth Management’s Graphic Packaging GPK Stock Holding History

BerganKDV Wealth Management’s Portfolio GPK Stock Details GPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-427
Closed -$9.5K – 1084
2022
Q4 		$9.5K Buy
+427
New +$9.39K ﹤0.01% 583
2021
Q1 		– Sell
-200
Closed -$3K – 960
2020
Q4 		$3K Buy
+200
New +$3.03K ﹤0.01% 731

Other funds holding GPK

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Graphic Packaging (GPK) in Q1 2023, closing a stake of 427 shares — an estimated $9.5K sold.

BerganKDV Wealth Management first reported a position in GPK in Q4 2020 and held it in 2 quarters. The position peaked at $9.5K in Q4 2022. 415 funds tracked by Wall St. Rank hold GPK as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Graphic Packaging position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 427 Graphic Packaging shares in Q1 2023, an estimated $9.5K.
  • BerganKDV Wealth Management first reported a position in Graphic Packaging in Q4 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Graphic Packaging position peaked at $9.5K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Graphic Packaging as of Q1 2023.

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