BDO Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$6.98K	Hold	950	–	–	﹤0.01%	742
2023 Q1	$9.84K	Buy	+950	New	+$11.5K	﹤0.01%	707
2022 Q3	–	Sell	-19	Closed	-$1K	–	1057
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	961
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	982
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1007
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	994
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1042
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	979
2020 Q4	$2K	Hold	19	–	–	﹤0.01%	760
2020 Q3	$2K	Buy	+19	New	+$2.05K	﹤0.01%	679

Other funds holding EBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors held its Emergent Biosolutions (EBS) position steady in Q2 2023 at 950 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

BDO Wealth Advisors first reported a position in EBS in Q3 2020 and has held it in 10 quarters since. The position peaked at $9.84K in Q1 2023. 183 funds tracked by Wall St. Rank hold EBS as of Q2 2023.

BDO Wealth Advisors held 950 shares of Emergent Biosolutions worth $6.98K as of Q2 2023.
BDO Wealth Advisors left its Emergent Biosolutions share count unchanged in Q2 2023.
Emergent Biosolutions made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #742 holding.
BDO Wealth Advisors first reported a position in Emergent Biosolutions in Q3 2020 and has held it in 10 quarters since.
BDO Wealth Advisors's Emergent Biosolutions position peaked at $9.84K in Q1 2023.
183 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2023.

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