BDO Wealth Advisors’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$434	Hold	5	–	–	﹤0.01%	940
2023 Q1	$410	Hold	5	–	–	﹤0.01%	1012
2022 Q4	$360	Hold	5	–	–	﹤0.01%	968
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1023
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1043
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1058
2021 Q4	$1K	Buy	+5	New	+$489	﹤0.01%	981

Other funds holding BC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

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

BDO Wealth Advisors held its Brunswick (BC) position steady in Q2 2023 at 5 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #940.

BDO Wealth Advisors first reported a position in BC in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q4 2021. 419 funds tracked by Wall St. Rank hold BC as of Q2 2023.

BDO Wealth Advisors held 5 shares of Brunswick worth $434 as of Q2 2023.
BDO Wealth Advisors left its Brunswick share count unchanged in Q2 2023.
Brunswick made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #940 holding.
BDO Wealth Advisors first reported a position in Brunswick in Q4 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's Brunswick position peaked at $1K in Q4 2021.
419 funds tracked by Wall St. Rank held Brunswick as of Q2 2023.

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