BWA
FREE

BDO Wealth Advisors’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History

BDO Wealth Advisors’s Portfolio FREE Stock Details FREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-75
Closed -$192 – 1071
2023
Q1 		$192 Hold
75
– – ﹤0.01% 1031
2022
Q4 		$305 Hold
75
– – ﹤0.01% 975
2022
Q3 		$0 Hold
75
– – ﹤0.01% 1159
2022
Q2 		$0 Hold
75
– – ﹤0.01% 1133
2022
Q1 		$1K Hold
75
– – ﹤0.01% 1042
2021
Q4 		$1K Hold
75
– – ﹤0.01% 1074
2021
Q3 		$1K Hold
75
– – ﹤0.01% 1040
2021
Q2 		$1K Hold
75
– – ﹤0.01% 1093
2021
Q1 		$1K Hold
75
– – ﹤0.01% 1131
2020
Q4 		$1K Sell
75
-50
-40% -$457 ﹤0.01% 907
2020
Q3 		$1K Buy
+125
New +$983 ﹤0.01% 849

Other funds holding FREE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Whole Earth Brands, Inc. Class A Common Stock (FREE) in Q2 2023, closing a stake of 75 shares — an estimated $192 sold.

BDO Wealth Advisors first reported a position in FREE in Q3 2020 and held it in 11 quarters. The position peaked at $1K in Q1 2022. 88 funds tracked by Wall St. Rank hold FREE as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Whole Earth Brands, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 75 Whole Earth Brands, Inc. Class A Common Stock shares in Q2 2023, an estimated $192.
  • BDO Wealth Advisors first reported a position in Whole Earth Brands, Inc. Class A Common Stock in Q3 2020 and held it in 11 quarters.
  • BDO Wealth Advisors's Whole Earth Brands, Inc. Class A Common Stock position peaked at $1K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Whole Earth Brands, Inc. Class A Common Stock as of Q2 2023.

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