BWA
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BDO Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

BDO Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,963
Closed -$61.6K – 980
2023
Q1 		$61.6K Buy
+3,963
New +$60.4K 0.01% 386

Other funds holding ADX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q2 2023, closing a stake of 3,963 shares — an estimated $61.6K sold.

BDO Wealth Advisors first reported a position in ADX in Q1 2023 and held it in 1 quarter. The position peaked at $61.6K in Q1 2023. 164 funds tracked by Wall St. Rank hold ADX as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,963 Adams Diversified Equity Fund shares in Q2 2023, an estimated $61.6K.
  • BDO Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Adams Diversified Equity Fund position peaked at $61.6K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2023.

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