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BerganKDV Wealth Management’s Knife River KNF Stock Holding History

BerganKDV Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$29.4K Buy
+676
New +$28.7K ﹤0.01% 446

Other funds holding KNF

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

BerganKDV Wealth Management opened a new position in Knife River (KNF) in Q2 2023: 676 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings.

290 funds tracked by Wall St. Rank hold KNF as of Q2 2023.

  • BerganKDV Wealth Management held 676 shares of Knife River worth $29.4K as of Q2 2023.
  • Knife River was a new BerganKDV Wealth Management position in Q2 2023.
  • Knife River made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #446 holding.
  • 290 funds tracked by Wall St. Rank held Knife River as of Q2 2023.

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