BDO Wealth Advisors’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$37.1K	Sell	95 -39	-29%	-$13.2K	﹤0.01%	481
2023 Q1	$45K	Hold	134	–	–	0.01%	440
2022 Q4	$39K	Buy	134 +33	+33%	+$9.45K	﹤0.01%	454
2022 Q3	$24K	Hold	101	–	–	﹤0.01%	533
2022 Q2	$25K	Hold	101	–	–	﹤0.01%	526
2022 Q1	$29K	Hold	101	–	–	﹤0.01%	533
2021 Q4	$32K	Buy	101 +15	+17%	+$4.64K	﹤0.01%	531
2021 Q3	$24K	Hold	86	–	–	﹤0.01%	577
2021 Q2	$26K	Hold	86	–	–	﹤0.01%	572
2021 Q1	$27K	Sell	86 -21	-20%	-$6.06K	﹤0.01%	561
2020 Q4	$29K	Buy	107 +79	+282%	+$19.6K	﹤0.01%	415
2020 Q3	$6K	Buy	28 +17	+155%	+$3.34K	﹤0.01%	540
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	634
2020 Q1	$1K	Buy	+11	New	+$1.99K	﹤0.01%	715
2018 Q4	–	Sell	-57	Closed	-$10K	–	607
2018 Q3	$10K	Hold	57	–	–	﹤0.01%	458
2018 Q2	$9K	Hold	57	–	–	﹤0.01%	472
2018 Q1	$10K	Hold	57	–	–	﹤0.01%	397
2017 Q4	$11K	Buy	+57	New	+$10.6K	﹤0.01%	333

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors reduced its Parker-Hannifin (PH) stake by 29% in Q2 2023, selling an estimated $13.2K and leaving 95 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

BDO Wealth Advisors first reported a position in PH in Q4 2017 and has held it in 18 quarters since. The position peaked at $45K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold PH as of Q2 2023.

BDO Wealth Advisors held 95 shares of Parker-Hannifin worth $37.1K as of Q2 2023.
BDO Wealth Advisors sold 39 Parker-Hannifin shares in Q2 2023, an estimated $13.2K.
Parker-Hannifin made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #481 holding.
BDO Wealth Advisors first reported a position in Parker-Hannifin in Q4 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's Parker-Hannifin position peaked at $45K in Q1 2023.
1,140 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2023.

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