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BDO Wealth Advisors’s Diamondback Energy FANG Stock Holding History

BDO Wealth Advisors’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$34.7K Hold
264
– – ﹤0.01% 488
2023
Q1 		$35.7K Hold
264
– – ﹤0.01% 481
2022
Q4 		$36.1K Buy
264
+214
+428% +$31.3K ﹤0.01% 467
2022
Q3 		$6K Buy
+50
New +$6.24K ﹤0.01% 788

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BDO Wealth Advisors held its Diamondback Energy (FANG) position steady in Q2 2023 at 264 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

BDO Wealth Advisors first reported a position in FANG in Q3 2022 and has held it in 4 quarters since. The position peaked at $36.1K in Q4 2022. 902 funds tracked by Wall St. Rank hold FANG as of Q2 2023.

  • BDO Wealth Advisors held 264 shares of Diamondback Energy worth $34.7K as of Q2 2023.
  • BDO Wealth Advisors left its Diamondback Energy share count unchanged in Q2 2023.
  • Diamondback Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #488 holding.
  • BDO Wealth Advisors first reported a position in Diamondback Energy in Q3 2022 and has held it in 4 quarters since.
  • BDO Wealth Advisors's Diamondback Energy position peaked at $36.1K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2023.

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