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BDO Wealth Advisors’s Embecta EMBC Stock Holding History

BDO Wealth Advisors’s Portfolio EMBC Stock Details EMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.08K Sell
50
-9
-15% -$245 ﹤0.01% 899
2023
Q1 		$1.66K Buy
59
+10
+20% +$284 ﹤0.01% 920
2022
Q4 		$1.24K Hold
49
– – ﹤0.01% 895
2022
Q3 		$1K Hold
49
– – ﹤0.01% 968
2022
Q2 		$1K Buy
+49
New +$1.41K ﹤0.01% 964

Other funds holding EMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors reduced its Embecta (EMBC) stake by 15% in Q2 2023, selling an estimated $245 and leaving 50 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

BDO Wealth Advisors first reported a position in EMBC in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.66K in Q1 2023. 399 funds tracked by Wall St. Rank hold EMBC as of Q2 2023.

  • BDO Wealth Advisors held 50 shares of Embecta worth $1.08K as of Q2 2023.
  • BDO Wealth Advisors sold 9 Embecta shares in Q2 2023, an estimated $245.
  • Embecta made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #899 holding.
  • BDO Wealth Advisors first reported a position in Embecta in Q2 2022 and has held it in 5 quarters since.
  • BDO Wealth Advisors's Embecta position peaked at $1.66K in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Embecta as of Q2 2023.

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