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BDO Wealth Advisors’s ESCO Technologies ESE Stock Holding History

BDO Wealth Advisors’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-232
Closed -$17K – 1033
2022
Q3 		$17K Buy
+232
New +$18K ﹤0.01% 603
2021
Q2 		– Sell
-11
Closed -$1K – 1138
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1061
2020
Q4 		$1K Hold
11
– – ﹤0.01% 839
2020
Q3 		$1K Buy
+11
New +$949 ﹤0.01% 762

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BDO Wealth Advisors's ESE Position: Q4 2022 in Review

BDO Wealth Advisors sold out of ESCO Technologies (ESE) in Q4 2022, closing a stake of 232 shares — an estimated $17K sold.

BDO Wealth Advisors first reported a position in ESE in Q3 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2022. 200 funds tracked by Wall St. Rank hold ESE as of Q4 2022.

  • BDO Wealth Advisors reported no remaining ESCO Technologies position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 232 ESCO Technologies shares in Q4 2022, an estimated $17K.
  • BDO Wealth Advisors first reported a position in ESCO Technologies in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's ESCO Technologies position peaked at $17K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.