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BDO Wealth Advisors’s Selective Insurance SIGI Stock Holding History

BDO Wealth Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$672 Hold
7
– – ﹤0.01% 920
2023
Q1 		$668 Hold
7
– – ﹤0.01% 984
2022
Q4 		$620 Hold
7
– – ﹤0.01% 940
2022
Q3 		$1K Hold
7
– – ﹤0.01% 998
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1009
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1026
2021
Q4 		$1K Buy
+7
New +$555 ﹤0.01% 1056
2019
Q4 		– Sell
-41
Closed -$3K – 634
2019
Q3 		$3K Hold
41
– – ﹤0.01% 584
2019
Q2 		$3K Buy
+41
New +$2.92K ﹤0.01% 570

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BDO Wealth Advisors held its Selective Insurance (SIGI) position steady in Q2 2023 at 7 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #920.

BDO Wealth Advisors first reported a position in SIGI in Q2 2019 and has held it in 9 quarters since. The position peaked at $3K in Q3 2019. 298 funds tracked by Wall St. Rank hold SIGI as of Q2 2023.

  • BDO Wealth Advisors held 7 shares of Selective Insurance worth $672 as of Q2 2023.
  • BDO Wealth Advisors left its Selective Insurance share count unchanged in Q2 2023.
  • Selective Insurance made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #920 holding.
  • BDO Wealth Advisors first reported a position in Selective Insurance in Q2 2019 and has held it in 9 quarters since.
  • BDO Wealth Advisors's Selective Insurance position peaked at $3K in Q3 2019.
  • 298 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2023.

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