BWA
ARDC

BDO Wealth Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

BDO Wealth Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-463
Closed -$5.54K – 984
2023
Q1 		$5.54K Buy
+463
New +$5.69K ﹤0.01% 787
2017
Q3 		– Hold
0
– – – 411
2017
Q2 		– Hold
0
– – – 486

Other funds holding ARDC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q2 2023, closing a stake of 463 shares — an estimated $5.54K sold.

BDO Wealth Advisors first reported a position in ARDC in Q1 2023 and held it in 1 quarter. The position peaked at $5.54K in Q1 2023. 54 funds tracked by Wall St. Rank hold ARDC as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Are Dynamic Credit Allocation Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 463 Are Dynamic Credit Allocation Fund shares in Q2 2023, an estimated $5.54K.
  • BDO Wealth Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Are Dynamic Credit Allocation Fund position peaked at $5.54K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2023.

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