BWA
SOS

BDO Wealth Advisors’s SOS Limited SOS Stock Holding History

BDO Wealth Advisors’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– -$5 – 1057
2023
Q1 		– Hold
0
– – – 1057
2022
Q4 		– Hold
0
– – – 1013
2022
Q3 		– Hold
0
– – – 1130
2022
Q2 		– Hold
0
– – – 1111
2022
Q1 		– Hold
0
– – – 1131
2021
Q4 		– Hold
0
– – – 1142
2021
Q3 		– Hold
0
– – – 1120
2021
Q2 		– Hold
0
– – – 1200
2021
Q1 		– Hold
0
– – – 1262

Other funds holding SOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return