BDO Wealth Advisors’s Harley-Davidson HOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.16K	Hold	33	–	–	﹤0.01%	894
2023 Q1	$1.25K	Hold	33	–	–	﹤0.01%	942
2022 Q4	$1.37K	Hold	33	–	–	﹤0.01%	891
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	978
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	980
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	995
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	1017
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	1002
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	987
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	1072
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	852
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	774
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	654
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	705
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	567
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	608
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	598
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	586
2018 Q4	$1K	Hold	33	–	–	﹤0.01%	520
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	598
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	620
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	548
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	426
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	396
2017 Q2	$2K	Buy	+33	New	+$1.84K	﹤0.01%	502

Other funds holding HOG

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

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BDO Wealth Advisors held its Harley-Davidson (HOG) position steady in Q2 2023 at 33 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

BDO Wealth Advisors first reported a position in HOG in Q2 2017 and has held it in 25 quarters since. The position peaked at $2K in Q2 2021. 429 funds tracked by Wall St. Rank hold HOG as of Q2 2023.

BDO Wealth Advisors held 33 shares of Harley-Davidson worth $1.16K as of Q2 2023.
BDO Wealth Advisors left its Harley-Davidson share count unchanged in Q2 2023.
Harley-Davidson made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #894 holding.
BDO Wealth Advisors first reported a position in Harley-Davidson in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Harley-Davidson position peaked at $2K in Q2 2021.
429 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2023.

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