BDO Wealth Advisors’s Allison Transmission ALSN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$13.3K	Buy	235 +85	+57%	+$4.18K	﹤0.01%	665
2023 Q1	$6.79K	Hold	150	–	–	﹤0.01%	766
2022 Q4	$6.24K	Buy	+150	New	+$6.16K	﹤0.01%	745
2020 Q2	–	Sell	-100	Closed	-$3K	–	689
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	638
2019 Q4	$5K	Sell	100 -300	-75%	-$13.9K	﹤0.01%	477
2019 Q3	$19K	Sell	400 -600	-60%	-$27.2K	﹤0.01%	401
2019 Q2	$46K	Sell	1,000 -300	-23%	-$13.6K	0.01%	313
2019 Q1	$58K	Buy	+1,300	New	+$61.7K	0.02%	265

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

BDO Wealth Advisors increased its Allison Transmission (ALSN) stake by 57% in Q2 2023, buying an estimated $4.18K and bringing the position to 235 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

BDO Wealth Advisors first reported a position in ALSN in Q1 2019 and has held it in 8 quarters since. The position peaked at $58K in Q1 2019. 389 funds tracked by Wall St. Rank hold ALSN as of Q2 2023.

BDO Wealth Advisors held 235 shares of Allison Transmission worth $13.3K as of Q2 2023.
BDO Wealth Advisors bought 85 Allison Transmission shares in Q2 2023, an estimated $4.18K.
Allison Transmission made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #665 holding.
BDO Wealth Advisors first reported a position in Allison Transmission in Q1 2019 and has held it in 8 quarters since.
BDO Wealth Advisors's Allison Transmission position peaked at $58K in Q1 2019.
389 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2023.

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