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BDO Wealth Advisors’s Bankunited BKU Stock Holding History

BDO Wealth Advisors’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$345 Hold
16
– – ﹤0.01% 945
2023
Q1 		$362 Hold
16
– – ﹤0.01% 1017
2022
Q4 		$544 Hold
16
– – ﹤0.01% 947
2022
Q3 		$1K Hold
16
– – ﹤0.01% 959
2022
Q2 		$1K Hold
16
– – ﹤0.01% 944
2022
Q1 		$1K Hold
16
– – ﹤0.01% 964
2021
Q4 		$1K Buy
+16
New +$670 ﹤0.01% 985

Other funds holding BKU

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

BDO Wealth Advisors held its Bankunited (BKU) position steady in Q2 2023 at 16 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #945.

BDO Wealth Advisors first reported a position in BKU in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q3 2022. 215 funds tracked by Wall St. Rank hold BKU as of Q2 2023.

  • BDO Wealth Advisors held 16 shares of Bankunited worth $345 as of Q2 2023.
  • BDO Wealth Advisors left its Bankunited share count unchanged in Q2 2023.
  • Bankunited made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #945 holding.
  • BDO Wealth Advisors first reported a position in Bankunited in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Bankunited position peaked at $1K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held Bankunited as of Q2 2023.

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