BWM
SBH icon

BerganKDV Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

BerganKDV Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-42
Closed -$1K – 765
2019
Q1 		$1K Hold
42
– – ﹤0.01% 715
2018
Q4 		$1K Hold
42
– – ﹤0.01% 677
2018
Q3 		$1K Hold
42
– – ﹤0.01% 610
2018
Q2 		$1K Buy
+42
New +$668 ﹤0.01% 632

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BerganKDV Wealth Management's SBH Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Sally Beauty Holdings (SBH) in Q2 2019, closing a stake of 42 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SBH in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 224 funds tracked by Wall St. Rank hold SBH as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining Sally Beauty Holdings position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 42 Sally Beauty Holdings shares in Q2 2019, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Sally Beauty Holdings in Q2 2018 and held it in 4 quarters.
  • BerganKDV Wealth Management's Sally Beauty Holdings position peaked at $1K in Q1 2019.
  • 224 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.