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BDO Wealth Advisors’s Haleon HLN Stock Holding History

BDO Wealth Advisors’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$24.4K Buy
2,910
+617
+27% +$5.26K ﹤0.01% 547
2023
Q1 		$18.7K Hold
2,293
– – ﹤0.01% 593
2022
Q4 		$18.3K Hold
2,293
– – ﹤0.01% 590
2022
Q3 		$14K Buy
+2,293
New +$14.8K ﹤0.01% 640

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

BDO Wealth Advisors increased its Haleon (HLN) stake by 27% in Q2 2023, buying an estimated $5.26K and bringing the position to 2,910 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

BDO Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold HLN as of Q2 2023.

  • BDO Wealth Advisors held 2,910 shares of Haleon worth $24.4K as of Q2 2023.
  • BDO Wealth Advisors bought 617 Haleon shares in Q2 2023, an estimated $5.26K.
  • Haleon made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #547 holding.
  • BDO Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held Haleon as of Q2 2023.

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