BDO Wealth Advisors’s Sun Communities SUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$113K	Hold	866	–	–	0.01%	326
2023 Q1	$122K	Sell	866 -70	-7%	-$10.2K	0.02%	303
2022 Q4	$134K	Hold	936	–	–	0.02%	299
2022 Q3	$127K	Hold	936	–	–	0.02%	304
2022 Q2	$149K	Hold	936	–	–	0.02%	287
2022 Q1	$164K	Hold	936	–	–	0.02%	289
2021 Q4	$197K	Hold	936	–	–	0.02%	282
2021 Q3	$173K	Hold	936	–	–	0.02%	304
2021 Q2	$160K	Sell	936 -70	-7%	-$11.6K	0.02%	321
2021 Q1	$151K	Buy	+1,006	New	+$149K	0.02%	319

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BDO Wealth Advisors held its Sun Communities (SUI) position steady in Q2 2023 at 866 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #326.

BDO Wealth Advisors first reported a position in SUI in Q1 2021 and has held it in 10 quarters since. The position peaked at $197K in Q4 2021. 503 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

BDO Wealth Advisors held 866 shares of Sun Communities worth $113K as of Q2 2023.
BDO Wealth Advisors left its Sun Communities share count unchanged in Q2 2023.
Sun Communities made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #326 holding.
BDO Wealth Advisors first reported a position in Sun Communities in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Sun Communities position peaked at $197K in Q4 2021.
503 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

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