BDO Wealth Advisors
PATI

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
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Estabrook Capital Management
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bridgeway Capital Management
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
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.