BDO Wealth Advisors’s Howard Hughes HHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.13K	Buy	28 +10	+56%	+$724	﹤0.01%	852
2023 Q1	$1.36K	Hold	18	–	–	﹤0.01%	931
2022 Q4	$1.3K	Hold	18	–	–	﹤0.01%	894
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	977
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	978
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	929
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	944
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1000
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	986
2021 Q1	$2K	Buy	+18	New	+$1.58K	﹤0.01%	985
2018 Q1	–	Sell	-31	Closed	-$4K	–	590
2017 Q4	$4K	Hold	31	–	–	﹤0.01%	387
2017 Q3	$4K	Sell	31 -21	-40%	-$2.4K	﹤0.01%	355
2017 Q2	$6K	Buy	+52	New	+$6.16K	﹤0.01%	415

Other funds holding HHH

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

BDO Wealth Advisors increased its Howard Hughes (HHH) stake by 56% in Q2 2023, buying an estimated $724 and bringing the position to 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

BDO Wealth Advisors first reported a position in HHH in Q2 2017 and has held it in 13 quarters since. The position peaked at $6K in Q2 2017. 242 funds tracked by Wall St. Rank hold HHH as of Q2 2023.

BDO Wealth Advisors held 28 shares of Howard Hughes worth $2.13K as of Q2 2023.
BDO Wealth Advisors bought 10 Howard Hughes shares in Q2 2023, an estimated $724.
Howard Hughes made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #852 holding.
BDO Wealth Advisors first reported a position in Howard Hughes in Q2 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's Howard Hughes position peaked at $6K in Q2 2017.
242 funds tracked by Wall St. Rank held Howard Hughes as of Q2 2023.

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