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BDO Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

BDO Wealth Advisors’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-17
Closed -$1K – 1050
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1024
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1037
2020
Q4 		$1K Hold
17
– – ﹤0.01% 816
2020
Q3 		$0 Buy
+17
New +$372 ﹤0.01% 865

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's APOG Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Apogee Enterprises (APOG) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in APOG in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 161 funds tracked by Wall St. Rank hold APOG as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Apogee Enterprises position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 17 Apogee Enterprises shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Apogee Enterprises in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Apogee Enterprises position peaked at $1K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.