BWM
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BerganKDV Wealth Management’s Goodyear GT Stock Holding History

BerganKDV Wealth Management’s Portfolio GT Stock Details GT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$2K – 1064
2021
Q2 		$2K Buy
+100
New +$1.84K ﹤0.01% 816
2018
Q4 		– Sell
-1,165
Closed -$27K – 705
2018
Q3 		$27K Sell
1,165
-103
-8% -$2.42K 0.01% 382
2018
Q2 		$30K Buy
+1,268
New +$32.6K 0.01% 378
2018
Q1 		– Sell
-27,257
Closed -$881K – 197
2017
Q4 		$881K Buy
27,257
+980
+4% +$31.1K 0.21% 96
2017
Q3 		$874K Buy
26,277
+358
+1% +$11.6K 0.22% 92
2017
Q2 		$906K Sell
25,919
-713
-3% -$24.6K 0.26% 77
2017
Q1 		$959K Buy
26,632
+1,284
+5% +$43.6K 0.29% 66
2016
Q4 		$782K Buy
25,348
+3,136
+14% +$97K 0.26% 77
2016
Q3 		$717K Buy
22,212
+2,214
+11% +$64.4K 0.25% 73
2016
Q2 		$513K Buy
19,998
+3,241
+19% +$93K 0.22% 101
2016
Q1 		$553K Buy
+16,757
New +$505K 0.33% 77

Other funds holding GT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return