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BerganKDV Wealth Management’s Papa John's PZZA Stock Holding History

BerganKDV Wealth Management’s Portfolio PZZA Stock Details PZZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32
Closed -$2.4K – 1031
2023
Q1 		$2.4K Buy
+32
New +$2.71K ﹤0.01% 801

Other funds holding PZZA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Papa John's (PZZA) in Q2 2023, closing a stake of 32 shares — an estimated $2.4K sold.

BerganKDV Wealth Management first reported a position in PZZA in Q1 2023 and held it in 1 quarter. The position peaked at $2.4K in Q1 2023. 260 funds tracked by Wall St. Rank hold PZZA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Papa John's position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 32 Papa John's shares in Q2 2023, an estimated $2.4K.
  • BerganKDV Wealth Management first reported a position in Papa John's in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Papa John's position peaked at $2.4K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Papa John's as of Q2 2023.

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