BDO Wealth Advisors’s GMS Inc GMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-220	Closed	-$9K	–	1042
2022 Q3	$9K	Buy	+220	New	+$10.5K	﹤0.01%	723

Other funds holding GMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BDO Wealth Advisors's GMS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of GMS Inc (GMS) in Q4 2022, closing a stake of 220 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in GMS in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 229 funds tracked by Wall St. Rank hold GMS as of Q4 2022.

BDO Wealth Advisors reported no remaining GMS Inc position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 220 GMS Inc shares in Q4 2022, an estimated $9K.
BDO Wealth Advisors first reported a position in GMS Inc in Q3 2022 and held it in 1 quarter.
BDO Wealth Advisors's GMS Inc position peaked at $9K in Q3 2022.
229 funds tracked by Wall St. Rank held GMS Inc as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.