BDO Wealth Advisors’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-54	Closed	-$10K	–	1204
2021 Q1	$10K	Hold	54	–	–	﹤0.01%	737
2020 Q4	$10K	Hold	54	–	–	﹤0.01%	549
2020 Q3	$10K	Hold	54	–	–	﹤0.01%	499
2020 Q2	$8K	Hold	54	–	–	﹤0.01%	525
2020 Q1	$8K	Buy	+54	New	+$8.08K	﹤0.01%	566

Other funds holding STE

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BDO Wealth Advisors's STE Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Steris (STE) in Q2 2021, closing a stake of 54 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in STE in Q1 2020 and held it in 5 quarters. The position peaked at $10K in Q1 2021. 624 funds tracked by Wall St. Rank hold STE as of Q2 2021.

BDO Wealth Advisors reported no remaining Steris position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 54 Steris shares in Q2 2021, an estimated $10K.
BDO Wealth Advisors first reported a position in Steris in Q1 2020 and held it in 5 quarters.
BDO Wealth Advisors's Steris position peaked at $10K in Q1 2021.
624 funds tracked by Wall St. Rank held Steris as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.