BPWM
SEO

Badgley Phelps Wealth Managers’s STORA ENSO OYJ, ADS(RP 1 SR R) SEO Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio SEO Stock Details SEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34,760
Closed -$403K – 239
2023
Q2 		$403K Sell
34,760
-1
-0% -$12 0.01% 189
2023
Q1 		$453K Hold
34,761
– – 0.02% 158
2022
Q4 		$489K Hold
34,761
– – 0.02% 151
2022
Q3 		$439K Hold
34,761
– – 0.02% 143
2022
Q2 		$543K Hold
34,761
– – 0.02% 141
2022
Q1 		$680K Hold
34,761
– – 0.02% 143
2021
Q4 		$636K Hold
34,761
– – 0.02% 151
2021
Q3 		$577K Buy
+34,761
New +$577K 0.02% 148

Other funds holding SEO

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Badgley Phelps Wealth Managers's SEO Position: Q3 2023 in Review

Badgley Phelps Wealth Managers sold out of STORA ENSO OYJ, ADS(RP 1 SR R) (SEO) in Q3 2023, closing a stake of 34,760 shares — an estimated $403K sold.

Badgley Phelps Wealth Managers first reported a position in SEO in Q3 2021 and held it in 8 quarters. The position peaked at $680K in Q1 2022. 4 funds tracked by Wall St. Rank hold SEO as of Q3 2023.

  • Badgley Phelps Wealth Managers reported no remaining STORA ENSO OYJ, ADS(RP 1 SR R) position as of Q3 2023 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 34,760 STORA ENSO OYJ, ADS(RP 1 SR R) shares in Q3 2023, an estimated $403K.
  • Badgley Phelps Wealth Managers first reported a position in STORA ENSO OYJ, ADS(RP 1 SR R) in Q3 2021 and held it in 8 quarters.
  • Badgley Phelps Wealth Managers's STORA ENSO OYJ, ADS(RP 1 SR R) position peaked at $680K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held STORA ENSO OYJ, ADS(RP 1 SR R) as of Q3 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2023, filed 2 Nov 2023.