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BDO Wealth Advisors’s Laird Superfood LSF Stock Holding History

BDO Wealth Advisors’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$34 Hold
42
– – ﹤0.01% 973
2023
Q1 		$35 Hold
42
– – ﹤0.01% 1051
2022
Q4 		$35 Hold
42
– – ﹤0.01% 1006
2022
Q3 		$0 Hold
42
– – ﹤0.01% 1090
2022
Q2 		$0 Buy
+42
New +$115 ﹤0.01% 1082

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BDO Wealth Advisors held its Laird Superfood (LSF) position steady in Q2 2023 at 42 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #973.

BDO Wealth Advisors first reported a position in LSF in Q2 2022 and has held it in 5 quarters since. The position peaked at $35 in Q1 2023. 23 funds tracked by Wall St. Rank hold LSF as of Q2 2023.

  • BDO Wealth Advisors held 42 shares of Laird Superfood worth $34 as of Q2 2023.
  • BDO Wealth Advisors left its Laird Superfood share count unchanged in Q2 2023.
  • Laird Superfood made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #973 holding.
  • BDO Wealth Advisors first reported a position in Laird Superfood in Q2 2022 and has held it in 5 quarters since.
  • BDO Wealth Advisors's Laird Superfood position peaked at $35 in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Laird Superfood as of Q2 2023.

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