BDO Wealth Advisors’s Partners Bancorp Common Stock PTRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$26.6K	Hold	4,294	–	–	﹤0.01%	533
2023 Q1	$33.6K	Hold	4,294	–	–	﹤0.01%	491
2022 Q4	$38K	Hold	4,294	–	–	﹤0.01%	459
2022 Q3	$38K	Hold	4,294	–	–	0.01%	454
2022 Q2	$39K	Hold	4,294	–	–	﹤0.01%	450
2022 Q1	$40K	Hold	4,294	–	–	﹤0.01%	475
2021 Q4	$42K	Buy	+4,294	New	+$40.2K	﹤0.01%	477

Other funds holding PTRS

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BDO Wealth Advisors held its Partners Bancorp Common Stock (PTRS) position steady in Q2 2023 at 4,294 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

BDO Wealth Advisors first reported a position in PTRS in Q4 2021 and has held it in 7 quarters since. The position peaked at $42K in Q4 2021. 32 funds tracked by Wall St. Rank hold PTRS as of Q2 2023.

BDO Wealth Advisors held 4,294 shares of Partners Bancorp Common Stock worth $26.6K as of Q2 2023.
BDO Wealth Advisors left its Partners Bancorp Common Stock share count unchanged in Q2 2023.
Partners Bancorp Common Stock made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #533 holding.
BDO Wealth Advisors first reported a position in Partners Bancorp Common Stock in Q4 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's Partners Bancorp Common Stock position peaked at $42K in Q4 2021.
32 funds tracked by Wall St. Rank held Partners Bancorp Common Stock as of Q2 2023.

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