BDO Wealth Advisors’s Stereotaxis STXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$15.3K	Hold	10,000	–	–	﹤0.01%	633
2023 Q1	$20.4K	Hold	10,000	–	–	﹤0.01%	581
2022 Q4	$20.7K	Hold	10,000	–	–	﹤0.01%	572
2022 Q3	$18K	Hold	10,000	–	–	﹤0.01%	597
2022 Q2	$18K	Hold	10,000	–	–	﹤0.01%	583
2022 Q1	$37K	Hold	10,000	–	–	﹤0.01%	487
2021 Q4	$62K	Hold	10,000	–	–	0.01%	416
2021 Q3	$54K	Hold	10,000	–	–	0.01%	437
2021 Q2	$96K	Hold	10,000	–	–	0.01%	378
2021 Q1	$67K	Hold	10,000	–	–	0.01%	409
2020 Q4	$51K	Hold	10,000	–	–	0.01%	357
2020 Q3	$36K	Hold	10,000	–	–	0.01%	365
2020 Q2	$45K	Hold	10,000	–	–	0.01%	340
2020 Q1	$30K	Hold	10,000	–	–	0.01%	396
2019 Q4	$53K	Hold	10,000	–	–	0.01%	296
2019 Q3	$35K	Buy	+10,000	New	+$38.4K	0.01%	357

Other funds holding STXS

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

LIM

Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

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

BDO Wealth Advisors held its Stereotaxis (STXS) position steady in Q2 2023 at 10,000 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

BDO Wealth Advisors first reported a position in STXS in Q3 2019 and has held it in 16 quarters since. The position peaked at $96K in Q2 2021. 59 funds tracked by Wall St. Rank hold STXS as of Q2 2023.

BDO Wealth Advisors held 10,000 shares of Stereotaxis worth $15.3K as of Q2 2023.
BDO Wealth Advisors left its Stereotaxis share count unchanged in Q2 2023.
Stereotaxis made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #633 holding.
BDO Wealth Advisors first reported a position in Stereotaxis in Q3 2019 and has held it in 16 quarters since.
BDO Wealth Advisors's Stereotaxis position peaked at $96K in Q2 2021.
59 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2023.

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