BDO Wealth Advisors’s Marsh MRSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$53K	Buy	282 +131	+87%	+$23.2K	0.01%	425
2023 Q1	$25.1K	Hold	151	–	–	﹤0.01%	546
2022 Q4	$25K	Hold	151	–	–	﹤0.01%	532
2022 Q3	$23K	Hold	151	–	–	﹤0.01%	545
2022 Q2	$23K	Hold	151	–	–	﹤0.01%	531
2022 Q1	$26K	Hold	151	–	–	﹤0.01%	557
2021 Q4	$26K	Buy	151 +17	+13%	+$2.82K	﹤0.01%	574
2021 Q3	$20K	Hold	134	–	–	﹤0.01%	613
2021 Q2	$19K	Hold	134	–	–	﹤0.01%	638
2021 Q1	$16K	Buy	+134	New	+$15.4K	﹤0.01%	653
2020 Q4	–	Sell	-28	Closed	-$3K	–	964
2020 Q3	$3K	Buy	+28	New	+$3.21K	﹤0.01%	634
2020 Q2	–	Sell	-550	Closed	-$48K	–	741
2020 Q1	$48K	Buy	+550	New	+$58.6K	0.01%	337
2018 Q3	–	Sell	-11	Closed	-$1K	–	647
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	621
2018 Q1	$1K	Sell	11 -300	-96%	-$24.9K	﹤0.01%	550
2017 Q4	$25K	Buy	+311	New	+$25.9K	0.01%	262

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BDO Wealth Advisors increased its Marsh (MRSH) stake by 87% in Q2 2023, buying an estimated $23.2K and bringing the position to 282 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #425.

BDO Wealth Advisors first reported a position in MRSH in Q4 2017 and has held it in 15 quarters since. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

BDO Wealth Advisors held 282 shares of Marsh worth $53K as of Q2 2023.
BDO Wealth Advisors bought 131 Marsh shares in Q2 2023, an estimated $23.2K.
Marsh made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #425 holding.
BDO Wealth Advisors first reported a position in Marsh in Q4 2017 and has held it in 15 quarters since.
1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

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