BDO Wealth Advisors’s Asbury Automotive ABG Stock Holding History

BDO Wealth Advisors’s Portfolio ABG Stock Details ABG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$30.1K	Hold	125	–	–	﹤0.01%	514
2023 Q1	$26.3K	Hold	125	–	–	﹤0.01%	538
2022 Q4	$22.4K	Hold	125	–	–	﹤0.01%	557
2022 Q3	$19K	Hold	125	–	–	﹤0.01%	578
2022 Q2	$21K	Hold	125	–	–	﹤0.01%	550
2022 Q1	$20K	Hold	125	–	–	﹤0.01%	590
2021 Q4	$22K	Hold	125	–	–	﹤0.01%	600
2021 Q3	$25K	Hold	125	–	–	﹤0.01%	562
2021 Q2	$21K	Hold	125	–	–	﹤0.01%	609
2021 Q1	$25K	Hold	125	–	–	﹤0.01%	572
2020 Q4	$18K	Sell	125 -11	-8%	-$1.36K	﹤0.01%	471
2020 Q3	$13K	Buy	136 +11	+9%	+$1.11K	﹤0.01%	464
2020 Q2	$10K	Hold	125	–	–	﹤0.01%	493
2020 Q1	$7K	Sell	125 -200	-62%	-$17.4K	﹤0.01%	571
2019 Q4	$36K	Hold	325	–	–	0.01%	335
2019 Q3	$33K	Hold	325	–	–	0.01%	358
2019 Q2	$27K	Hold	325	–	–	0.01%	363
2019 Q1	$23K	Hold	325	–	–	0.01%	357
2018 Q4	$22K	Hold	325	–	–	0.01%	334
2018 Q3	$22K	Sell	325 -75	-19%	-$5.4K	0.01%	370
2018 Q2	$27K	Hold	400	–	–	0.01%	352
2018 Q1	$27K	Sell	400 -460	-53%	-$31.8K	0.01%	299
2017 Q4	$55K	Hold	860	–	–	0.02%	202
2017 Q3	$53K	Hold	860	–	–	0.03%	192
2017 Q2	$49K	Buy	+860	New	+$49.4K	0.02%	232

Other funds holding ABG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BDO Wealth Advisors held its Asbury Automotive (ABG) position steady in Q2 2023 at 125 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

BDO Wealth Advisors first reported a position in ABG in Q2 2017 and has held it in 25 quarters since. The position peaked at $55K in Q4 2017. 307 funds tracked by Wall St. Rank hold ABG as of Q2 2023.

BDO Wealth Advisors held 125 shares of Asbury Automotive worth $30.1K as of Q2 2023.
BDO Wealth Advisors left its Asbury Automotive share count unchanged in Q2 2023.
Asbury Automotive made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #514 holding.
BDO Wealth Advisors first reported a position in Asbury Automotive in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Asbury Automotive position peaked at $55K in Q4 2017.
307 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2023.

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