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BDO Wealth Advisors’s NewtekOne NEWT Stock Holding History

BDO Wealth Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$19.1K Sell
1,200
-1,000
-45% -$13.2K ﹤0.01% 580
2023
Q1 		$28.2K Hold
2,200
– – ﹤0.01% 526
2022
Q4 		$35.8K Hold
2,200
– – ﹤0.01% 468
2022
Q3 		$36K Buy
2,200
+1,000
+83% +$20.4K ﹤0.01% 463
2022
Q2 		$23K Buy
+1,200
New +$28.8K ﹤0.01% 532

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

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

BDO Wealth Advisors reduced its NewtekOne (NEWT) stake by 45% in Q2 2023, selling an estimated $13.2K and leaving 1,200 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

BDO Wealth Advisors first reported a position in NEWT in Q2 2022 and has held it in 5 quarters since. The position peaked at $36K in Q3 2022. 82 funds tracked by Wall St. Rank hold NEWT as of Q2 2023.

  • BDO Wealth Advisors held 1,200 shares of NewtekOne worth $19.1K as of Q2 2023.
  • BDO Wealth Advisors sold 1,000 NewtekOne shares in Q2 2023, an estimated $13.2K.
  • NewtekOne made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #580 holding.
  • BDO Wealth Advisors first reported a position in NewtekOne in Q2 2022 and has held it in 5 quarters since.
  • BDO Wealth Advisors's NewtekOne position peaked at $36K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held NewtekOne as of Q2 2023.

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