BDO Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$428K	Hold	4,400	–	–	0.05%	187
2023 Q1	$493K	Hold	4,400	–	–	0.06%	169
2022 Q4	$451K	Hold	4,400	–	–	0.06%	180
2022 Q3	$394K	Hold	4,400	–	–	0.05%	191
2022 Q2	$524K	Hold	4,400	–	–	0.06%	166
2022 Q1	$598K	Sell	4,400 -600	-12%	-$73.7K	0.06%	168
2021 Q4	$570K	Sell	5,000 -500	-9%	-$59.1K	0.06%	173
2021 Q3	$628K	Hold	5,500	–	–	0.07%	166
2021 Q2	$641K	Hold	5,500	–	–	0.07%	167
2021 Q1	$567K	Sell	5,500 -500	-8%	-$47.9K	0.07%	167
2020 Q4	$524K	Hold	6,000	–	–	0.07%	142
2020 Q3	$468K	Hold	6,000	–	–	0.08%	136
2020 Q2	$384K	Sell	6,000 -500	-8%	-$33K	0.07%	147
2020 Q1	$490K	Buy	+6,500	New	+$648K	0.1%	122

Other funds holding CINF

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

BDO Wealth Advisors held its Cincinnati Financial (CINF) position steady in Q2 2023 at 4,400 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #187.

BDO Wealth Advisors first reported a position in CINF in Q1 2020 and has held it in 14 quarters since. The position peaked at $641K in Q2 2021. 705 funds tracked by Wall St. Rank hold CINF as of Q2 2023.

BDO Wealth Advisors held 4,400 shares of Cincinnati Financial worth $428K as of Q2 2023.
BDO Wealth Advisors left its Cincinnati Financial share count unchanged in Q2 2023.
Cincinnati Financial made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #187 holding.
BDO Wealth Advisors first reported a position in Cincinnati Financial in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Cincinnati Financial position peaked at $641K in Q2 2021.
705 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2023.

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