BWA
ISD

BDO Wealth Advisors’s PGIM High Yield Bond Fund ISD Stock Holding History

BDO Wealth Advisors’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,121
Closed -$13.7K – 1024
2023
Q1 		$13.7K Buy
+1,121
New +$14K ﹤0.01% 650

Other funds holding ISD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

BDO Wealth Advisors sold out of PGIM High Yield Bond Fund (ISD) in Q2 2023, closing a stake of 1,121 shares — an estimated $13.7K sold.

BDO Wealth Advisors first reported a position in ISD in Q1 2023 and held it in 1 quarter. The position peaked at $13.7K in Q1 2023. 79 funds tracked by Wall St. Rank hold ISD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining PGIM High Yield Bond Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,121 PGIM High Yield Bond Fund shares in Q2 2023, an estimated $13.7K.
  • BDO Wealth Advisors first reported a position in PGIM High Yield Bond Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's PGIM High Yield Bond Fund position peaked at $13.7K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2023.

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