BDO Wealth Advisors’s Generac Holdings GNRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.24K	Hold	15	–	–	﹤0.01%	844
2023 Q1	$1.62K	Hold	15	–	–	﹤0.01%	921
2022 Q4	$1.51K	Hold	15	–	–	﹤0.01%	883
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	877
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	847
2022 Q1	$4K	Sell	15 -100	-87%	-$30K	﹤0.01%	852
2021 Q4	$40K	Sell	115 -10	-8%	-$4.15K	﹤0.01%	482
2021 Q3	$51K	Hold	125	–	–	0.01%	442
2021 Q2	$52K	Hold	125	–	–	0.01%	463
2021 Q1	$41K	Buy	125 +90	+257%	+$26.5K	﹤0.01%	483
2020 Q4	$8K	Buy	+35	New	+$7.53K	﹤0.01%	573
2020 Q1	–	Sell	-50	Closed	-$5K	–	772
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	486
2019 Q3	$4K	Buy	+50	New	+$3.75K	﹤0.01%	536

Other funds holding GNRC

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

BDO Wealth Advisors held its Generac Holdings (GNRC) position steady in Q2 2023 at 15 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

BDO Wealth Advisors first reported a position in GNRC in Q3 2019 and has held it in 13 quarters since. The position peaked at $52K in Q2 2021. 736 funds tracked by Wall St. Rank hold GNRC as of Q2 2023.

BDO Wealth Advisors held 15 shares of Generac Holdings worth $2.24K as of Q2 2023.
BDO Wealth Advisors left its Generac Holdings share count unchanged in Q2 2023.
Generac Holdings made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #844 holding.
BDO Wealth Advisors first reported a position in Generac Holdings in Q3 2019 and has held it in 13 quarters since.
BDO Wealth Advisors's Generac Holdings position peaked at $52K in Q2 2021.
736 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2023.

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