BWA
AOD

BDO Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

BDO Wealth Advisors’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,114
Closed -$57.5K – 983
2023
Q1 		$57.5K Buy
+7,114
New +$57.9K 0.01% 400

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BDO Wealth Advisors sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2023, closing a stake of 7,114 shares — an estimated $57.5K sold.

BDO Wealth Advisors first reported a position in AOD in Q1 2023 and held it in 1 quarter. The position peaked at $57.5K in Q1 2023. 124 funds tracked by Wall St. Rank hold AOD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 7,114 abrdn Total Dynamic Dividend Fund shares in Q2 2023, an estimated $57.5K.
  • BDO Wealth Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's abrdn Total Dynamic Dividend Fund position peaked at $57.5K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2023.

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