BWA
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BDO Wealth Advisors’s CareTrust REIT CTRE Stock Holding History

BDO Wealth Advisors’s Portfolio CTRE Stock Details CTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed – – 1041
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1056
2022
Q1 		$0 Sell
11
-500
-98% -$9.86K ﹤0.01% 1072
2021
Q4 		$12K Hold
511
– – ﹤0.01% 710
2021
Q3 		$10K Buy
511
+500
+4,545% +$11.3K ﹤0.01% 721
2021
Q2 		$0 Sell
11
-29
-73% -$683 ﹤0.01% 1126
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1053
2020
Q4 		$1K Hold
40
– – ﹤0.01% 832
2020
Q3 		$1K Buy
+40
New +$727 ﹤0.01% 754

Other funds holding CTRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return