BDO Wealth Advisors’s Navigator Holdings NVGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500	Closed	-$5K	–	1234
2020 Q4	$5K	Hold	500	–	–	﹤0.01%	643
2020 Q3	$4K	Hold	500	–	–	﹤0.01%	591
2020 Q2	$3K	Hold	500	–	–	﹤0.01%	601
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	680
2019 Q4	$7K	Hold	500	–	–	﹤0.01%	457
2019 Q3	$5K	Hold	500	–	–	﹤0.01%	503
2019 Q2	$5K	Hold	500	–	–	﹤0.01%	495
2019 Q1	$6K	Sell	500 -500	-50%	-$5.13K	﹤0.01%	456
2018 Q4	$9K	Hold	1,000	–	–	﹤0.01%	422
2018 Q3	$12K	Hold	1,000	–	–	﹤0.01%	440
2018 Q2	$13K	Hold	1,000	–	–	﹤0.01%	433
2018 Q1	$12K	Buy	+1,000	New	+$11.5K	﹤0.01%	382
2017 Q3	–	Sell	-1,000	Closed	-$8K	–	515
2017 Q2	$8K	Buy	+1,000	New	+$9.94K	﹤0.01%	401

Other funds holding NVGS

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PAPAIJV

Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return

SAM

Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's NVGS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Navigator Holdings (NVGS) in Q1 2021, closing a stake of 500 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in NVGS in Q2 2017 and held it in 13 quarters. The position peaked at $13K in Q2 2018. 74 funds tracked by Wall St. Rank hold NVGS as of Q1 2021.

BDO Wealth Advisors reported no remaining Navigator Holdings position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 500 Navigator Holdings shares in Q1 2021, an estimated $5K.
BDO Wealth Advisors first reported a position in Navigator Holdings in Q2 2017 and held it in 13 quarters.
BDO Wealth Advisors's Navigator Holdings position peaked at $13K in Q2 2018.
74 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.