BDO Wealth Advisors’s TruBridge TBRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5	Closed	–	–	1219
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1279
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1005
2020 Q3	$0	Buy	+5	New	+$132	﹤0.01%	962

Other funds holding TBRG

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

DUMAC Inc Durham, North Carolina $820M AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BDO Wealth Advisors sold out of TruBridge (TBRG) in Q2 2021, closing a stake of 5 shares.

BDO Wealth Advisors first reported a position in TBRG in Q3 2020 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 149 funds tracked by Wall St. Rank hold TBRG as of Q2 2021.

BDO Wealth Advisors reported no remaining TruBridge position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 5 TruBridge shares in Q2 2021.
BDO Wealth Advisors first reported a position in TruBridge in Q3 2020 and held it in 3 quarters.
BDO Wealth Advisors's TruBridge position peaked at $0 in Q1 2021.
149 funds tracked by Wall St. Rank held TruBridge as of Q2 2021.

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