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BDO Wealth Advisors’s GrafTech EAF Stock Holding History

BDO Wealth Advisors’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$486 – 1006
2023
Q1 		$486 Hold
10
– – ﹤0.01% 1004
2022
Q4 		$476 Hold
10
– – ﹤0.01% 954
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1056
2022
Q2 		$1K Hold
10
– – ﹤0.01% 960
2022
Q1 		$1K Hold
10
– – ﹤0.01% 981
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1006
2021
Q3 		$1K Hold
10
– – ﹤0.01% 993
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1041
2021
Q1 		$1K Buy
+10
New +$1.16K ﹤0.01% 1059

Other funds holding EAF

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BDO Wealth Advisors sold out of GrafTech (EAF) in Q2 2023, closing a stake of 10 shares — an estimated $486 sold.

BDO Wealth Advisors first reported a position in EAF in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 175 funds tracked by Wall St. Rank hold EAF as of Q2 2023.

  • BDO Wealth Advisors reported no remaining GrafTech position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 10 GrafTech shares in Q2 2023, an estimated $486.
  • BDO Wealth Advisors first reported a position in GrafTech in Q1 2021 and held it in 9 quarters.
  • BDO Wealth Advisors's GrafTech position peaked at $1K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held GrafTech as of Q2 2023.

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