BDO Wealth Advisors’s Filana Therapeutics FLNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$14.7K	Hold	600	–	–	﹤0.01%	646
2023 Q1	$14.5K	Hold	600	–	–	﹤0.01%	640
2022 Q4	$17.7K	Hold	600	–	–	﹤0.01%	597
2022 Q3	$25K	Hold	600	–	–	﹤0.01%	528
2022 Q2	$17K	Hold	600	–	–	﹤0.01%	591
2022 Q1	$22K	Hold	600	–	–	﹤0.01%	586
2021 Q4	$26K	Buy	600 +400	+200%	+$21K	﹤0.01%	576
2021 Q3	$12K	Buy	+200	New	+$16.7K	﹤0.01%	700

Other funds holding FLNA

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BDO Wealth Advisors held its Filana Therapeutics (FLNA) position steady in Q2 2023 at 600 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

BDO Wealth Advisors first reported a position in FLNA in Q3 2021 and has held it in 8 quarters since. The position peaked at $26K in Q4 2021. 152 funds tracked by Wall St. Rank hold FLNA as of Q2 2023.

BDO Wealth Advisors held 600 shares of Filana Therapeutics worth $14.7K as of Q2 2023.
BDO Wealth Advisors left its Filana Therapeutics share count unchanged in Q2 2023.
Filana Therapeutics made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #646 holding.
BDO Wealth Advisors first reported a position in Filana Therapeutics in Q3 2021 and has held it in 8 quarters since.
BDO Wealth Advisors's Filana Therapeutics position peaked at $26K in Q4 2021.
152 funds tracked by Wall St. Rank held Filana Therapeutics as of Q2 2023.

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