BDO Wealth Advisors’s Patriot Transportation Holding, Inc. Common Stock PATI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$209	Hold	25	–	–	﹤0.01%	958
2023 Q1	$198	Hold	25	–	–	﹤0.01%	1030
2022 Q4	$178	Hold	25	–	–	﹤0.01%	986
2022 Q3	$0	Hold	25	–	–	﹤0.01%	1164
2022 Q2	$0	Hold	25	–	–	﹤0.01%	1137
2022 Q1	$0	Hold	25	–	–	﹤0.01%	1158
2021 Q4	$0	Hold	25	–	–	﹤0.01%	1169
2021 Q3	$0	Hold	25	–	–	﹤0.01%	1148
2021 Q2	$0	Hold	25	–	–	﹤0.01%	1229
2021 Q1	$0	Buy	+25	New	+$246	﹤0.01%	1286

Other funds holding PATI

CDH

Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return

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

BDO Wealth Advisors held its Patriot Transportation Holding, Inc. Common Stock (PATI) position steady in Q2 2023 at 25 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #958.

BDO Wealth Advisors first reported a position in PATI in Q1 2021 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold PATI as of Q2 2023.

BDO Wealth Advisors held 25 shares of Patriot Transportation Holding, Inc. Common Stock worth $209 as of Q2 2023.
BDO Wealth Advisors left its Patriot Transportation Holding, Inc. Common Stock share count unchanged in Q2 2023.
Patriot Transportation Holding, Inc. Common Stock made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #958 holding.
BDO Wealth Advisors first reported a position in Patriot Transportation Holding, Inc. Common Stock in Q1 2021 and has held it in 10 quarters since.
22 funds tracked by Wall St. Rank held Patriot Transportation Holding, Inc. Common Stock as of Q2 2023.

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