BWA
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BDO Wealth Advisors’s F&G Annuities & Life FG Stock Holding History

BDO Wealth Advisors’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.44K Hold
58
– – ﹤0.01% 878
2023
Q1 		$1.05K Hold
58
– – ﹤0.01% 959
2022
Q4 		$1.16K Buy
+58
New +$1.18K ﹤0.01% 901

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BDO Wealth Advisors held its F&G Annuities & Life (FG) position steady in Q2 2023 at 58 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

BDO Wealth Advisors first reported a position in FG in Q4 2022 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold FG as of Q2 2023.

  • BDO Wealth Advisors held 58 shares of F&G Annuities & Life worth $1.44K as of Q2 2023.
  • BDO Wealth Advisors left its F&G Annuities & Life share count unchanged in Q2 2023.
  • F&G Annuities & Life made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #878 holding.
  • BDO Wealth Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2023.

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