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BDO Wealth Advisors’s Marten Transport MRTN Stock Holding History

BDO Wealth Advisors’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.08K Hold
143
– – ﹤0.01% 822
2023
Q1 		$2.99K Hold
143
– – ﹤0.01% 862
2022
Q4 		$2.83K Sell
143
-435
-75% -$8.68K ﹤0.01% 828
2022
Q3 		$11K Buy
+578
New +$11.6K ﹤0.01% 689

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BDO Wealth Advisors held its Marten Transport (MRTN) position steady in Q2 2023 at 143 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

BDO Wealth Advisors first reported a position in MRTN in Q3 2022 and has held it in 4 quarters since. The position peaked at $11K in Q3 2022. 194 funds tracked by Wall St. Rank hold MRTN as of Q2 2023.

  • BDO Wealth Advisors held 143 shares of Marten Transport worth $3.08K as of Q2 2023.
  • BDO Wealth Advisors left its Marten Transport share count unchanged in Q2 2023.
  • Marten Transport made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #822 holding.
  • BDO Wealth Advisors first reported a position in Marten Transport in Q3 2022 and has held it in 4 quarters since.
  • BDO Wealth Advisors's Marten Transport position peaked at $11K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Marten Transport as of Q2 2023.

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