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BDO Wealth Advisors’s Agilent Technologies A Stock Holding History

BDO Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$19.2K Buy
160
+125
+357% +$15.9K ﹤0.01% 579
2023
Q1 		$4.84K Hold
35
– – ﹤0.01% 801
2022
Q4 		$5.24K Hold
35
– – ﹤0.01% 763
2022
Q3 		$4K Sell
35
-28
-44% -$3.6K ﹤0.01% 832
2022
Q2 		$7K Hold
63
– – ﹤0.01% 727
2022
Q1 		$8K Buy
63
+35
+125% +$4.82K ﹤0.01% 759
2021
Q4 		$4K Hold
28
– – ﹤0.01% 842
2021
Q3 		$4K Hold
28
– – ﹤0.01% 843
2021
Q2 		$4K Hold
28
– – ﹤0.01% 880
2021
Q1 		$4K Hold
28
– – ﹤0.01% 870
2020
Q4 		$3K Hold
28
– – ﹤0.01% 687
2020
Q3 		$3K Buy
+28
New +$2.71K ﹤0.01% 603

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BDO Wealth Advisors's A Position: Q2 2023 in Review

BDO Wealth Advisors increased its Agilent Technologies (A) stake by 357% in Q2 2023, buying an estimated $15.9K and bringing the position to 160 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

BDO Wealth Advisors first reported a position in A in Q3 2020 and has held it in 12 quarters since. 938 funds tracked by Wall St. Rank hold A as of Q2 2023.

  • BDO Wealth Advisors held 160 shares of Agilent Technologies worth $19.2K as of Q2 2023.
  • BDO Wealth Advisors bought 125 Agilent Technologies shares in Q2 2023, an estimated $15.9K.
  • Agilent Technologies made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #579 holding.
  • BDO Wealth Advisors first reported a position in Agilent Technologies in Q3 2020 and has held it in 12 quarters since.
  • 938 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.