BWM
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BerganKDV Wealth Management’s Gartner IT Stock Holding History

BerganKDV Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$40.6K Hold
116
– – ﹤0.01% 403
2023
Q1 		$37.8K Hold
116
– – ﹤0.01% 426
2022
Q4 		$39K Hold
116
– – ﹤0.01% 404
2022
Q3 		$32K Hold
116
– – ﹤0.01% 421
2022
Q2 		$28K Hold
116
– – ﹤0.01% 452
2022
Q1 		$35K Sell
116
-25
-18% -$7.24K ﹤0.01% 436
2021
Q4 		$47K Buy
141
+25
+22% +$8.04K ﹤0.01% 432
2021
Q3 		$35K Buy
116
+108
+1,350% +$31.3K ﹤0.01% 447
2021
Q2 		$2K Hold
8
– – ﹤0.01% 821
2021
Q1 		$1K Hold
8
– – ﹤0.01% 870
2020
Q4 		$1K Hold
8
– – ﹤0.01% 873
2020
Q3 		$1K Hold
8
– – ﹤0.01% 822
2020
Q2 		$1K Buy
+8
New +$924 ﹤0.01% 872

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return