BWM
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BerganKDV Wealth Management’s Tractor Supply TSCO Stock Holding History

BerganKDV Wealth Management’s Portfolio TSCO Stock Details TSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$307K Sell
6,935
-2,060
-23% -$94.4K 0.03% 202
2023
Q1 		$423K Sell
8,995
-85
-0.9% -$3.87K 0.04% 181
2022
Q4 		$409K Sell
9,080
-3,420
-27% -$145K 0.04% 180
2022
Q3 		$465K Sell
12,500
-390
-3% -$15.2K 0.06% 168
2022
Q2 		$500K Sell
12,890
-295
-2% -$12K 0.06% 175
2022
Q1 		$615K Sell
13,185
-1,675
-11% -$74.1K 0.07% 170
2021
Q4 		$709K Sell
14,860
-8,135
-35% -$356K 0.07% 158
2021
Q3 		$932K Buy
22,995
+900
+4% +$34.9K 0.11% 126
2021
Q2 		$822K Buy
22,095
+25
+0.1% +$916 0.1% 132
2021
Q1 		$782K Sell
22,070
-435
-2% -$13.9K 0.1% 129
2020
Q4 		$633K Buy
22,505
+115
+0.5% +$3.22K 0.09% 141
2020
Q3 		$642K Buy
22,390
+220
+1% +$6.32K 0.1% 130
2020
Q2 		$584K Buy
22,170
+1,105
+5% +$24.2K 0.1% 135
2020
Q1 		$356K Buy
21,065
+1,260
+6% +$22.6K 0.07% 159
2019
Q4 		$370K Hold
19,805
– – 0.07% 174
2019
Q3 		$358K Sell
19,805
-1,925
-9% -$39.9K 0.07% 158
2019
Q2 		$473K Sell
21,730
-150
-0.7% -$3.1K 0.09% 145
2019
Q1 		$428K Buy
21,880
+1,000
+5% +$18.2K 0.09% 141
2018
Q4 		$348K Sell
20,880
-475
-2% -$8.52K 0.08% 134
2018
Q3 		$388K Buy
21,355
+1,345
+7% +$22.4K 0.08% 134
2018
Q2 		$306K Sell
20,010
-340
-2% -$4.73K 0.07% 154
2018
Q1 		$257K Sell
20,350
-1,955
-9% -$27.2K 0.07% 166
2017
Q4 		$333K Sell
22,305
-7,980
-26% -$102K 0.08% 150
2017
Q3 		$383K Buy
+30,285
New +$344K 0.1% 142

Other funds holding TSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its Tractor Supply (TSCO) stake by 23% in Q2 2023, selling an estimated $94.4K and leaving 6,935 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #202.

BerganKDV Wealth Management first reported a position in TSCO in Q3 2017 and has held it in 24 quarters since. The position peaked at $932K in Q3 2021. 1,068 funds tracked by Wall St. Rank hold TSCO as of Q2 2023.

  • BerganKDV Wealth Management held 6,935 shares of Tractor Supply worth $307K as of Q2 2023.
  • BerganKDV Wealth Management sold 2,060 Tractor Supply shares in Q2 2023, an estimated $94.4K.
  • Tractor Supply made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #202 holding.
  • BerganKDV Wealth Management first reported a position in Tractor Supply in Q3 2017 and has held it in 24 quarters since.
  • BerganKDV Wealth Management's Tractor Supply position peaked at $932K in Q3 2021.
  • 1,068 funds tracked by Wall St. Rank held Tractor Supply as of Q2 2023.

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