BWM
Z icon

BerganKDV Wealth Management’s Zillow Z Stock Holding History

BerganKDV Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$5.68K Hold
113
– – ﹤0.01% 598
2023
Q1 		$5.03K Hold
113
– – ﹤0.01% 689
2022
Q4 		$3.64K Buy
113
+13
+13% +$431 ﹤0.01% 715
2022
Q3 		$3K Hold
100
– – ﹤0.01% 780
2022
Q2 		$3K Buy
100
+96
+2,400% +$3.86K ﹤0.01% 794
2022
Q1 		$0 Buy
+4
New +$215 ﹤0.01% 1117
2021
Q4 		– Sell
-2
Closed – – 1137
2021
Q3 		$0 Buy
+2
New +$202 ﹤0.01% 1105
2021
Q2 		– Sell
-110
Closed -$14K – 1017
2021
Q1 		$14K Buy
+110
New +$16.3K ﹤0.01% 535

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return