BWA
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BDO Wealth Advisors’s Grocery Outlet GO Stock Holding History

BDO Wealth Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-200
Closed -$6K – 773
2019
Q4 		$6K Hold
200
– – ﹤0.01% 464
2019
Q3 		$7K Hold
200
– – ﹤0.01% 478
2019
Q2 		$7K Buy
+200
New +$6.18K ﹤0.01% 473

Other funds holding GO

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BDO Wealth Advisors's GO Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Grocery Outlet (GO) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in GO in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 159 funds tracked by Wall St. Rank hold GO as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Grocery Outlet position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 200 Grocery Outlet shares in Q1 2020, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Grocery Outlet in Q2 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's Grocery Outlet position peaked at $7K in Q3 2019.
  • 159 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.