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BDO Wealth Advisors’s dLocal DLO Stock Holding History

BDO Wealth Advisors’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,600
Closed -$26K – 1003
2023
Q1 		$26K Hold
1,600
– – ﹤0.01% 540
2022
Q4 		$24.9K Hold
1,600
– – ﹤0.01% 535
2022
Q3 		$33K Hold
1,600
– – ﹤0.01% 478
2022
Q2 		$42K Hold
1,600
– – 0.01% 434
2022
Q1 		$50K Buy
+1,600
New +$48.3K 0.01% 429

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
RBGI
Ribbit Bullfrog GP II Palo Alto, California $258M AUM 33.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return

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

BDO Wealth Advisors sold out of dLocal (DLO) in Q2 2023, closing a stake of 1,600 shares — an estimated $26K sold.

BDO Wealth Advisors first reported a position in DLO in Q1 2022 and held it in 5 quarters. The position peaked at $50K in Q1 2022. 111 funds tracked by Wall St. Rank hold DLO as of Q2 2023.

  • BDO Wealth Advisors reported no remaining dLocal position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,600 dLocal shares in Q2 2023, an estimated $26K.
  • BDO Wealth Advisors first reported a position in dLocal in Q1 2022 and held it in 5 quarters.
  • BDO Wealth Advisors's dLocal position peaked at $50K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held dLocal as of Q2 2023.

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