BDO Wealth Advisors’s Factset FDS Stock Holding History

BDO Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6	Closed	-$2K	–	1193
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	764
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	684
2020 Q2	$2K	Hold	6	–	–	﹤0.01%	621
2020 Q1	$2K	Buy	+6	New	+$1.63K	﹤0.01%	672

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BDO Wealth Advisors's FDS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Factset (FDS) in Q1 2021, closing a stake of 6 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in FDS in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 576 funds tracked by Wall St. Rank hold FDS as of Q1 2021.

BDO Wealth Advisors reported no remaining Factset position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 6 Factset shares in Q1 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in Factset in Q1 2020 and held it in 4 quarters.
BDO Wealth Advisors's Factset position peaked at $2K in Q4 2020.
576 funds tracked by Wall St. Rank held Factset as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.