BWM
TEAM icon

BerganKDV Wealth Management’s Atlassian TEAM Stock Holding History

BerganKDV Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed -$343 – 1066
2023
Q1 		$343 Sell
2
-150
-99% -$23.9K ﹤0.01% 1006
2022
Q4 		$19.6K Sell
152
-8
-5% -$1.27K ﹤0.01% 500
2022
Q3 		$34K Sell
160
-8
-5% -$1.87K ﹤0.01% 414
2022
Q2 		$31K Buy
168
+4
+2% +$854 ﹤0.01% 440
2022
Q1 		$48K Buy
164
+3
+2% +$896 0.01% 403
2021
Q4 		$61K Hold
161
– – 0.01% 402
2021
Q3 		$63K Buy
161
+8
+5% +$2.67K 0.01% 374
2021
Q2 		$39K Buy
153
+50
+49% +$11.7K ﹤0.01% 428
2021
Q1 		$22K Hold
103
– – ﹤0.01% 475
2020
Q4 		$24K Buy
103
+100
+3,333% +$21.1K ﹤0.01% 446
2020
Q3 		$1K Hold
3
– – ﹤0.01% 868
2020
Q2 		$1K Buy
+3
New +$498 ﹤0.01% 906

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return