BDO Wealth Advisors’s Saul Centers BFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-250	Closed	-$8K	–	1160
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	568
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	516
2020 Q2	$8K	Hold	250	–	–	﹤0.01%	521
2020 Q1	$8K	Hold	250	–	–	﹤0.01%	558
2019 Q4	$13K	Hold	250	–	–	﹤0.01%	416
2019 Q3	$14K	Hold	250	–	–	﹤0.01%	430
2019 Q2	$14K	Hold	250	–	–	﹤0.01%	414
2019 Q1	$13K	Hold	250	–	–	﹤0.01%	401
2018 Q4	$12K	Hold	250	–	–	﹤0.01%	386
2018 Q3	$14K	Hold	250	–	–	﹤0.01%	424
2018 Q2	$13K	Hold	250	–	–	﹤0.01%	429
2018 Q1	$13K	Buy	+250	New	+$13.3K	﹤0.01%	370
2017 Q3	–	Sell	-250	Closed	-$14K	–	446
2017 Q2	$14K	Buy	+250	New	+$15K	0.01%	330

Other funds holding BFS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's BFS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Saul Centers (BFS) in Q1 2021, closing a stake of 250 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in BFS in Q2 2017 and held it in 13 quarters. The position peaked at $14K in Q3 2019. 120 funds tracked by Wall St. Rank hold BFS as of Q1 2021.

BDO Wealth Advisors reported no remaining Saul Centers position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 250 Saul Centers shares in Q1 2021, an estimated $8K.
BDO Wealth Advisors first reported a position in Saul Centers in Q2 2017 and held it in 13 quarters.
BDO Wealth Advisors's Saul Centers position peaked at $14K in Q3 2019.
120 funds tracked by Wall St. Rank held Saul Centers as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.