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BDO Wealth Advisors’s Ribbon Communications RBBN Stock Holding History

BDO Wealth Advisors’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-525
Closed -$3K – 1250
2020
Q4 		$3K Hold
525
– – ﹤0.01% 724
2020
Q3 		$2K Buy
+525
New +$2.21K ﹤0.01% 710

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

BDO Wealth Advisors's RBBN Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Ribbon Communications (RBBN) in Q1 2021, closing a stake of 525 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in RBBN in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 146 funds tracked by Wall St. Rank hold RBBN as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Ribbon Communications position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 525 Ribbon Communications shares in Q1 2021, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Ribbon Communications in Q3 2020 and held it in 2 quarters.
  • BDO Wealth Advisors's Ribbon Communications position peaked at $3K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Ribbon Communications as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.