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BerganKDV Wealth Management’s Lamar Advertising Co LAMR Stock Holding History

BerganKDV Wealth Management’s Portfolio LAMR Stock Details LAMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-72
Closed -$7.19K – 982
2023
Q1 		$7.19K Buy
+72
New +$7.31K ﹤0.01% 648
2020
Q2 		– Sell
-11
Closed -$1K – 1028
2020
Q1 		$1K Hold
11
– – ﹤0.01% 841
2019
Q4 		$1K Buy
+11
New +$920 ﹤0.01% 866

Other funds holding LAMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Lamar Advertising Co (LAMR) in Q2 2023, closing a stake of 72 shares — an estimated $7.19K sold.

BerganKDV Wealth Management first reported a position in LAMR in Q4 2019 and held it in 3 quarters. The position peaked at $7.19K in Q1 2023. 468 funds tracked by Wall St. Rank hold LAMR as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Lamar Advertising Co position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 72 Lamar Advertising Co shares in Q2 2023, an estimated $7.19K.
  • BerganKDV Wealth Management first reported a position in Lamar Advertising Co in Q4 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's Lamar Advertising Co position peaked at $7.19K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2023.

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