BWA
SJR

BDO Wealth Advisors’s Shaw Communications Inc. SJR Stock Holding History

BDO Wealth Advisors’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,847
Closed -$55.2K – 1086
2023
Q1 		$55.2K Sell
1,847
-391
-17% -$11.3K 0.01% 407
2022
Q4 		$64.4K Sell
2,238
-1,800
-45% -$47.2K 0.01% 380
2022
Q3 		$98K Sell
4,038
-772
-16% -$20.4K 0.01% 325
2022
Q2 		$142K Sell
4,810
-170
-3% -$4.92K 0.02% 292
2022
Q1 		$155K Sell
4,980
-596
-11% -$17.9K 0.02% 296
2021
Q4 		$169K Sell
5,576
-1,076
-16% -$31.5K 0.02% 299
2021
Q3 		$193K Sell
6,652
-1,600
-19% -$46.3K 0.02% 287
2021
Q2 		$239K Sell
8,252
-1,100
-12% -$31.7K 0.03% 267
2021
Q1 		$245K Buy
+9,352
New +$185K 0.03% 258

Other funds holding SJR

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 1,847 shares — an estimated $55.2K sold.

BDO Wealth Advisors first reported a position in SJR in Q1 2021 and held it in 9 quarters. The position peaked at $245K in Q1 2021. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,847 Shaw Communications Inc. shares in Q2 2023, an estimated $55.2K.
  • BDO Wealth Advisors first reported a position in Shaw Communications Inc. in Q1 2021 and held it in 9 quarters.
  • BDO Wealth Advisors's Shaw Communications Inc. position peaked at $245K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

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