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BDO Wealth Advisors’s OFS Capital OFS Stock Holding History

BDO Wealth Advisors’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-70
Closed -$1K – 1061
2022
Q3 		$1K Hold
70
– – ﹤0.01% 987
2022
Q2 		$1K Hold
70
– – ﹤0.01% 993
2022
Q1 		$1K Hold
70
– – ﹤0.01% 1010
2021
Q4 		$1K Hold
70
– – ﹤0.01% 1038
2021
Q3 		$1K Hold
70
– – ﹤0.01% 1011
2021
Q2 		$1K Hold
70
– – ﹤0.01% 1060
2021
Q1 		$1K Hold
70
– – ﹤0.01% 1089
2020
Q4 		$1K Buy
+70
New +$403 ﹤0.01% 865

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's OFS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of OFS Capital (OFS) in Q4 2022, closing a stake of 70 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in OFS in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 34 funds tracked by Wall St. Rank hold OFS as of Q4 2022.

  • BDO Wealth Advisors reported no remaining OFS Capital position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 70 OFS Capital shares in Q4 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in OFS Capital in Q4 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's OFS Capital position peaked at $1K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held OFS Capital as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.