BWM
INFA

BerganKDV Wealth Management’s Informatica INFA Stock Holding History

BerganKDV Wealth Management’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25
Closed -$410 – 968
2023
Q1 		$410 Hold
25
– – ﹤0.01% 989
2022
Q4 		$407 Buy
+25
New +$449 ﹤0.01% 967

Other funds holding INFA

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 INFA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Informatica (INFA) in Q2 2023, closing a stake of 25 shares — an estimated $410 sold.

BerganKDV Wealth Management first reported a position in INFA in Q4 2022 and held it in 2 quarters. The position peaked at $410 in Q1 2023. 106 funds tracked by Wall St. Rank hold INFA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Informatica position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 25 Informatica shares in Q2 2023, an estimated $410.
  • BerganKDV Wealth Management first reported a position in Informatica in Q4 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Informatica position peaked at $410 in Q1 2023.
  • 106 funds tracked by Wall St. Rank held Informatica as of Q2 2023.

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