BDO Wealth Advisors’s LumiraDx Limited Common Shares LMDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$89.4K	Buy	186,220 +24,900	+15%	+$12.9K	0.01%	355
2023 Q1	$75K	Hold	161,320	–	–	0.01%	355
2022 Q4	$145K	Hold	161,320	–	–	0.02%	289
2022 Q3	$165K	Hold	161,320	–	–	0.02%	269
2022 Q2	$429K	Buy	+161,320	New	+$646K	0.05%	186

Other funds holding LMDX

Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BDO Wealth Advisors increased its LumiraDx Limited Common Shares (LMDX) stake by 15% in Q2 2023, buying an estimated $12.9K and bringing the position to 186,220 shares worth $89.4K. The position accounts for 0.01% of the portfolio, ranked #355.

BDO Wealth Advisors first reported a position in LMDX in Q2 2022 and has held it in 5 quarters since. The position peaked at $429K in Q2 2022. 35 funds tracked by Wall St. Rank hold LMDX as of Q2 2023.

BDO Wealth Advisors held 186,220 shares of LumiraDx Limited Common Shares worth $89.4K as of Q2 2023.
BDO Wealth Advisors bought 24,900 LumiraDx Limited Common Shares shares in Q2 2023, an estimated $12.9K.
LumiraDx Limited Common Shares made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #355 holding.
BDO Wealth Advisors first reported a position in LumiraDx Limited Common Shares in Q2 2022 and has held it in 5 quarters since.
BDO Wealth Advisors's LumiraDx Limited Common Shares position peaked at $429K in Q2 2022.
35 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q2 2023.

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