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BerganKDV Wealth Management’s Highwoods Properties HIW Stock Holding History

BerganKDV Wealth Management’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9
Closed – – 1009
2022
Q2 		$0 Hold
9
– – ﹤0.01% 1005
2022
Q1 		$0 Hold
9
– – ﹤0.01% 1039
2021
Q4 		$0 Hold
9
– – ﹤0.01% 1090
2021
Q3 		$0 Hold
9
– – ﹤0.01% 1068
2021
Q2 		$0 Hold
9
– – ﹤0.01% 995
2021
Q1 		$0 Hold
9
– – ﹤0.01% 964
2020
Q4 		$0 Hold
9
– – ﹤0.01% 975
2020
Q3 		$0 Sell
9
-4
-31% -$147 ﹤0.01% 948
2020
Q2 		$0 Buy
+13
New +$484 ﹤0.01% 1011

Other funds holding HIW

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 HIW Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Highwoods Properties (HIW) in Q3 2022, closing a stake of 9 shares.

BerganKDV Wealth Management first reported a position in HIW in Q2 2020 and held it in 9 quarters. The position peaked at $0 in Q2 2022. 293 funds tracked by Wall St. Rank hold HIW as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Highwoods Properties position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 9 Highwoods Properties shares in Q3 2022.
  • BerganKDV Wealth Management first reported a position in Highwoods Properties in Q2 2020 and held it in 9 quarters.
  • BerganKDV Wealth Management's Highwoods Properties position peaked at $0 in Q2 2022.
  • 293 funds tracked by Wall St. Rank held Highwoods Properties as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.