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BDO Wealth Advisors’s ONE Gas OGS Stock Holding History

BDO Wealth Advisors’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-35
Closed -$3K – 800
2019
Q4 		$3K Hold
35
– – ﹤0.01% 543
2019
Q3 		$3K Hold
35
– – ﹤0.01% 580
2019
Q2 		$3K Hold
35
– – ﹤0.01% 566
2019
Q1 		$3K Buy
+35
New +$2.94K ﹤0.01% 545

Other funds holding OGS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's OGS Position: Q1 2020 in Review

BDO Wealth Advisors sold out of ONE Gas (OGS) in Q1 2020, closing a stake of 35 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in OGS in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 312 funds tracked by Wall St. Rank hold OGS as of Q1 2020.

  • BDO Wealth Advisors reported no remaining ONE Gas position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 35 ONE Gas shares in Q1 2020, an estimated $3K.
  • BDO Wealth Advisors first reported a position in ONE Gas in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's ONE Gas position peaked at $3K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held ONE Gas as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.