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BDO Wealth Advisors’s RB Global RBA Stock Holding History

BDO Wealth Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$480 Hold
8
– – ﹤0.01% 938
2023
Q1 		$451 Buy
+8
New +$472 ﹤0.01% 1008

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

BDO Wealth Advisors held its RB Global (RBA) position steady in Q2 2023 at 8 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #938.

BDO Wealth Advisors first reported a position in RBA in Q1 2023 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold RBA as of Q2 2023.

  • BDO Wealth Advisors held 8 shares of RB Global worth $480 as of Q2 2023.
  • BDO Wealth Advisors left its RB Global share count unchanged in Q2 2023.
  • RB Global made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #938 holding.
  • BDO Wealth Advisors first reported a position in RB Global in Q1 2023 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held RB Global as of Q2 2023.

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