BWA
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BDO Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

BDO Wealth Advisors’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,500
Closed -$614K – 1056
2023
Q1 		$614K Buy
+16,500
New +$595K 0.08% 154

Other funds holding SNPE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2023, closing a stake of 16,500 shares — an estimated $614K sold.

BDO Wealth Advisors first reported a position in SNPE in Q1 2023 and held it in 1 quarter. The position peaked at $614K in Q1 2023. 63 funds tracked by Wall St. Rank hold SNPE as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 16,500 Xtrackers S&P 500 ESG ETF shares in Q2 2023, an estimated $614K.
  • BDO Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $614K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2023.

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