BWA
STEP icon

BDO Wealth Advisors’s StepStone Group STEP Stock Holding History

BDO Wealth Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-256
Closed -$6K – 1079
2022
Q3 		$6K Buy
256
+2
+0.8% +$54 ﹤0.01% 797
2022
Q2 		$7K Buy
254
+2
+0.8% +$54 ﹤0.01% 749
2022
Q1 		$8K Buy
+252
New +$8.68K ﹤0.01% 769

Other funds holding STEP

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's STEP Position: Q4 2022 in Review

BDO Wealth Advisors sold out of StepStone Group (STEP) in Q4 2022, closing a stake of 256 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in STEP in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 118 funds tracked by Wall St. Rank hold STEP as of Q4 2022.

  • BDO Wealth Advisors reported no remaining StepStone Group position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 256 StepStone Group shares in Q4 2022, an estimated $6K.
  • BDO Wealth Advisors first reported a position in StepStone Group in Q1 2022 and held it in 3 quarters.
  • BDO Wealth Advisors's StepStone Group position peaked at $8K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held StepStone Group as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.