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BDO Wealth Advisors’s Elme Communities ELME Stock Holding History

BDO Wealth Advisors’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-275
Closed -$6K – 1059
2022
Q2 		$6K Buy
+275
New +$6.53K ﹤0.01% 757
2020
Q3 		– Sell
-600
Closed -$13K – 893
2020
Q2 		$13K Hold
600
– – ﹤0.01% 469
2020
Q1 		$14K Buy
+600
New +$17K ﹤0.01% 506

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BDO Wealth Advisors's ELME Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Elme Communities (ELME) in Q3 2022, closing a stake of 275 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in ELME in Q1 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2020. 201 funds tracked by Wall St. Rank hold ELME as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Elme Communities position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 275 Elme Communities shares in Q3 2022, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Elme Communities in Q1 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Elme Communities position peaked at $14K in Q1 2020.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.