BDO Wealth Advisors’s OR Royalties Inc OR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$13.8K	Hold	900	–	–	﹤0.01%	657
2023 Q1	$14.2K	Hold	900	–	–	﹤0.01%	642
2022 Q4	$10.9K	Hold	900	–	–	﹤0.01%	671
2022 Q3	$9K	Hold	900	–	–	﹤0.01%	732
2022 Q2	$9K	Hold	900	–	–	﹤0.01%	704
2022 Q1	$12K	Hold	900	–	–	﹤0.01%	706
2021 Q4	$11K	Hold	900	–	–	﹤0.01%	722
2021 Q3	$10K	Hold	900	–	–	﹤0.01%	729
2021 Q2	$12K	Hold	900	–	–	﹤0.01%	725
2021 Q1	$10K	Hold	900	–	–	﹤0.01%	732
2020 Q4	$11K	Buy	+900	New	+$10.5K	﹤0.01%	541

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HKAM

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

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

BDO Wealth Advisors held its OR Royalties Inc (OR) position steady in Q2 2023 at 900 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

BDO Wealth Advisors first reported a position in OR in Q4 2020 and has held it in 11 quarters since. The position peaked at $14.2K in Q1 2023. 176 funds tracked by Wall St. Rank hold OR as of Q2 2023.

BDO Wealth Advisors held 900 shares of OR Royalties Inc worth $13.8K as of Q2 2023.
BDO Wealth Advisors left its OR Royalties Inc share count unchanged in Q2 2023.
OR Royalties Inc made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #657 holding.
BDO Wealth Advisors first reported a position in OR Royalties Inc in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's OR Royalties Inc position peaked at $14.2K in Q1 2023.
176 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2023.

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