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BerganKDV Wealth Management’s Installed Building Products IBP Stock Holding History

BerganKDV Wealth Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18
Closed -$2.05K – 967
2023
Q1 		$2.05K Buy
+18
New +$1.94K ﹤0.01% 828

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BerganKDV Wealth Management's IBP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Installed Building Products (IBP) in Q2 2023, closing a stake of 18 shares — an estimated $2.05K sold.

BerganKDV Wealth Management first reported a position in IBP in Q1 2023 and held it in 1 quarter. The position peaked at $2.05K in Q1 2023. 270 funds tracked by Wall St. Rank hold IBP as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Installed Building Products position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 18 Installed Building Products shares in Q2 2023, an estimated $2.05K.
  • BerganKDV Wealth Management first reported a position in Installed Building Products in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Installed Building Products position peaked at $2.05K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.