BDO Wealth Advisors’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$717	Hold	18	–	–	﹤0.01%	914
2023 Q1	$710	Hold	18	–	–	﹤0.01%	981
2022 Q4	$700	Hold	18	–	–	﹤0.01%	926
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	996
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1007
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1023
2021 Q4	$1K	Buy	+18	New	+$874	﹤0.01%	1054

Other funds holding SF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

BDO Wealth Advisors held its Stifel (SF) position steady in Q2 2023 at 18 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #914.

BDO Wealth Advisors first reported a position in SF in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q3 2022. 367 funds tracked by Wall St. Rank hold SF as of Q2 2023.

BDO Wealth Advisors held 18 shares of Stifel worth $717 as of Q2 2023.
BDO Wealth Advisors left its Stifel share count unchanged in Q2 2023.
Stifel made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #914 holding.
BDO Wealth Advisors first reported a position in Stifel in Q4 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's Stifel position peaked at $1K in Q3 2022.
367 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

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