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BerganKDV Wealth Management’s Louisiana-Pacific LPX Stock Holding History

BerganKDV Wealth Management’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-149
Closed -$8K – 1081
2022
Q3 		$8K Buy
+149
New +$8.47K ﹤0.01% 607

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BerganKDV Wealth Management's LPX Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Louisiana-Pacific (LPX) in Q4 2022, closing a stake of 149 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in LPX in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 390 funds tracked by Wall St. Rank hold LPX as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Louisiana-Pacific position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 149 Louisiana-Pacific shares in Q4 2022, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Louisiana-Pacific in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Louisiana-Pacific position peaked at $8K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.