BerganKDV Wealth Management’s TFI International TFII Stock Holding History

BerganKDV Wealth Management’s Portfolio TFII Stock Details TFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-64	Closed	-$6K	–	1107
2022 Q3	$6K	Hold	64	–	–	﹤0.01%	663
2022 Q2	$5K	Hold	64	–	–	﹤0.01%	715
2022 Q1	$7K	Hold	64	–	–	﹤0.01%	676
2021 Q4	$7K	Hold	64	–	–	﹤0.01%	736
2021 Q3	$7K	Buy	+64	New	+$6.85K	﹤0.01%	708

Other funds holding TFII

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of TFI International (TFII) in Q4 2022, closing a stake of 64 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in TFII in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 227 funds tracked by Wall St. Rank hold TFII as of Q4 2022.

BerganKDV Wealth Management reported no remaining TFI International position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 64 TFI International shares in Q4 2022, an estimated $6K.
BerganKDV Wealth Management first reported a position in TFI International in Q3 2021 and held it in 5 quarters.
BerganKDV Wealth Management's TFI International position peaked at $7K in Q1 2022.
227 funds tracked by Wall St. Rank held TFI International as of Q4 2022.

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