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BDO Wealth Advisors’s Donaldson DCI Stock Holding History

BDO Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$10.5K Buy
+168
New +$10.5K ﹤0.01% 689

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors opened a new position in Donaldson (DCI) in Q2 2023: 168 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings.

456 funds tracked by Wall St. Rank hold DCI as of Q2 2023.

  • BDO Wealth Advisors held 168 shares of Donaldson worth $10.5K as of Q2 2023.
  • Donaldson was a new BDO Wealth Advisors position in Q2 2023.
  • Donaldson made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #689 holding.
  • 456 funds tracked by Wall St. Rank held Donaldson as of Q2 2023.

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