BDO Wealth Advisors
STEW icon

BDO Wealth Advisors’s SRH Total Return Fund STEW Stock Holding History

BDO Wealth Advisors’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,281
Closed -$15.7K – 1058
2023
Q1 		$15.7K Buy
+1,281
New +$16.1K ﹤0.01% 622
2017
Q3 		– Hold
0
– – – 428
2017
Q2 		– Hold
0
– – – 518

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

BDO Wealth Advisors sold out of SRH Total Return Fund (STEW) in Q2 2023, closing a stake of 1,281 shares — an estimated $15.7K sold.

BDO Wealth Advisors first reported a position in STEW in Q1 2023 and held it in 1 quarter. The position peaked at $15.7K in Q1 2023. 97 funds tracked by Wall St. Rank hold STEW as of Q2 2023.

  • BDO Wealth Advisors reported no remaining SRH Total Return Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,281 SRH Total Return Fund shares in Q2 2023, an estimated $15.7K.
  • BDO Wealth Advisors first reported a position in SRH Total Return Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's SRH Total Return Fund position peaked at $15.7K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2023.

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