BWA
LTC

BDO Wealth Advisors’s LTC Properties LTC Stock Holding History

BDO Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-119
Closed -$5K – 1086
2021
Q2 		$5K Buy
119
+2
+2% +$81 ﹤0.01% 859
2021
Q1 		$5K Buy
117
+1
+0.9% +$41 ﹤0.01% 843
2020
Q4 		$5K Buy
116
+2
+2% +$73 ﹤0.01% 640
2020
Q3 		$4K Buy
114
+2
+2% +$74 ﹤0.01% 587
2020
Q2 		$4K Buy
+112
New +$3.99K ﹤0.01% 578

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

BDO Wealth Advisors's LTC Position: Q3 2021 in Review

BDO Wealth Advisors sold out of LTC Properties (LTC) in Q3 2021, closing a stake of 119 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in LTC in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 207 funds tracked by Wall St. Rank hold LTC as of Q3 2021.

  • BDO Wealth Advisors reported no remaining LTC Properties position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 119 LTC Properties shares in Q3 2021, an estimated $5K.
  • BDO Wealth Advisors first reported a position in LTC Properties in Q2 2020 and held it in 5 quarters.
  • BDO Wealth Advisors's LTC Properties position peaked at $5K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held LTC Properties as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.