BDO Wealth Advisors’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$37K	–	1118
2022 Q2	$37K	Hold	200	–	–	﹤0.01%	459
2022 Q1	$44K	Hold	200	–	–	﹤0.01%	453
2021 Q4	$52K	Hold	200	–	–	0.01%	443
2021 Q3	$42K	Hold	200	–	–	﹤0.01%	475
2021 Q2	$41K	Hold	200	–	–	﹤0.01%	493
2021 Q1	$42K	Sell	200 -1,350	-87%	-$276K	0.01%	477
2020 Q4	$356K	Sell	1,550 -345	-18%	-$70.4K	0.05%	174
2020 Q3	$349K	Sell	1,895 -55	-3%	-$10.2K	0.06%	160
2020 Q2	$333K	Sell	1,950 -30	-2%	-$4.83K	0.06%	158
2020 Q1	$302K	Hold	1,980	–	–	0.06%	162
2019 Q4	$328K	Sell	1,980 -35	-2%	-$5.66K	0.08%	143
2019 Q3	$310K	Sell	2,015 -140	-6%	-$22.3K	0.08%	151
2019 Q2	$350K	Buy	2,155 +1,955	+978%	+$281K	0.1%	132
2019 Q1	$27K	Hold	200	–	–	0.01%	343
2018 Q4	$20K	Hold	200	–	–	0.01%	347
2018 Q3	$27K	Hold	200	–	–	0.01%	350
2018 Q2	$27K	Buy	+200	New	+$26.3K	0.01%	356

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BDO Wealth Advisors's RACE Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Ferrari (RACE) in Q3 2022, closing a stake of 200 shares — an estimated $37K sold.

BDO Wealth Advisors first reported a position in RACE in Q2 2018 and held it in 17 quarters. The position peaked at $356K in Q4 2020. 400 funds tracked by Wall St. Rank hold RACE as of Q3 2022.

BDO Wealth Advisors reported no remaining Ferrari position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 200 Ferrari shares in Q3 2022, an estimated $37K.
BDO Wealth Advisors first reported a position in Ferrari in Q2 2018 and held it in 17 quarters.
BDO Wealth Advisors's Ferrari position peaked at $356K in Q4 2020.
400 funds tracked by Wall St. Rank held Ferrari as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.