BDO Wealth Advisors’s Herc Holdings HRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.11K	Hold	30	–	–	﹤0.01%	793
2023 Q1	$3.42K	Hold	30	–	–	﹤0.01%	846
2022 Q4	$3.95K	Hold	30	–	–	﹤0.01%	796
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	880
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	849
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	820
2021 Q4	$5K	Buy	30 +6	+25%	+$1.06K	﹤0.01%	824
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	867
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	945
2021 Q1	$2K	Buy	+24	New	+$1.94K	﹤0.01%	986

Other funds holding HRI

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

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

BDO Wealth Advisors held its Herc Holdings (HRI) position steady in Q2 2023 at 30 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

BDO Wealth Advisors first reported a position in HRI in Q1 2021 and has held it in 10 quarters since. The position peaked at $5K in Q1 2022. 258 funds tracked by Wall St. Rank hold HRI as of Q2 2023.

BDO Wealth Advisors held 30 shares of Herc Holdings worth $4.11K as of Q2 2023.
BDO Wealth Advisors left its Herc Holdings share count unchanged in Q2 2023.
Herc Holdings made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #793 holding.
BDO Wealth Advisors first reported a position in Herc Holdings in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Herc Holdings position peaked at $5K in Q1 2022.
258 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2023.

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