BDO Wealth Advisors’s C&F Financial CFFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$8.59K	Hold	160	–	–	﹤0.01%	717
2023 Q1	$8.27K	Hold	160	–	–	﹤0.01%	738
2022 Q4	$9.32K	Hold	160	–	–	﹤0.01%	693
2022 Q3	$9K	Hold	160	–	–	﹤0.01%	721
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	732
2022 Q1	$8K	Hold	160	–	–	﹤0.01%	761
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	754
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	756
2021 Q2	$8K	Hold	160	–	–	﹤0.01%	786
2021 Q1	$7K	Hold	160	–	–	﹤0.01%	791
2020 Q4	$6K	Hold	160	–	–	﹤0.01%	611
2020 Q3	$5K	Hold	160	–	–	﹤0.01%	551
2020 Q2	$5K	Buy	+160	New	+$5.49K	﹤0.01%	558

Other funds holding CFFI

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BDO Wealth Advisors held its C&F Financial (CFFI) position steady in Q2 2023 at 160 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

BDO Wealth Advisors first reported a position in CFFI in Q2 2020 and has held it in 13 quarters since. The position peaked at $9.32K in Q4 2022. 57 funds tracked by Wall St. Rank hold CFFI as of Q2 2023.

BDO Wealth Advisors held 160 shares of C&F Financial worth $8.59K as of Q2 2023.
BDO Wealth Advisors left its C&F Financial share count unchanged in Q2 2023.
C&F Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #717 holding.
BDO Wealth Advisors first reported a position in C&F Financial in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's C&F Financial position peaked at $9.32K in Q4 2022.
57 funds tracked by Wall St. Rank held C&F Financial as of Q2 2023.

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