BerganKDV Wealth Management’s Interactive Brokers IBKR Stock Holding History

BerganKDV Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-52	Closed	-$1.08K	–	970
2023 Q1	$1.08K	Hold	52	–	–	﹤0.01%	894
2022 Q4	$944	Hold	52	–	–	﹤0.01%	887
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	896
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	912
2022 Q1	$1K	Hold	52	–	–	﹤0.01%	931
2021 Q4	$1K	Hold	52	–	–	﹤0.01%	989
2021 Q3	$1K	Hold	52	–	–	﹤0.01%	974
2021 Q2	$1K	Hold	52	–	–	﹤0.01%	922
2021 Q1	$1K	Hold	52	–	–	﹤0.01%	868
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	870
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	818
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	867
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	834
2019 Q4	$1K	Buy	+52	New	+$610	﹤0.01%	859

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return