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BDO Wealth Advisors’s Everest Group EG Stock Holding History

BDO Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$684 Hold
2
– – ﹤0.01% 919
2023
Q1 		$717 Hold
2
– – ﹤0.01% 978
2022
Q4 		$663 Hold
2
– – ﹤0.01% 933
2022
Q3 		$1K Hold
2
– – ﹤0.01% 967
2022
Q2 		$1K Hold
2
– – ﹤0.01% 962
2022
Q1 		$1K Hold
2
– – ﹤0.01% 983
2021
Q4 		$1K Buy
+2
New +$541 ﹤0.01% 1008

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BDO Wealth Advisors held its Everest Group (EG) position steady in Q2 2023 at 2 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #919.

BDO Wealth Advisors first reported a position in EG in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q3 2022. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • BDO Wealth Advisors held 2 shares of Everest Group worth $684 as of Q2 2023.
  • BDO Wealth Advisors left its Everest Group share count unchanged in Q2 2023.
  • Everest Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #919 holding.
  • BDO Wealth Advisors first reported a position in Everest Group in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Everest Group position peaked at $1K in Q3 2022.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

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