BDO Wealth Advisors’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.76K	Hold	10	–	–	﹤0.01%	866
2023 Q1	$2.72K	Hold	10	–	–	﹤0.01%	875
2022 Q4	$2.73K	Hold	10	–	–	﹤0.01%	832
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	901
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	920
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	906
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	917
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	924
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	961
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	958
2020 Q4	$3K	Buy	+10	New	+$2.3K	﹤0.01%	734

Other funds holding UI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDO Wealth Advisors held its Ubiquiti (UI) position steady in Q2 2023 at 10 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

BDO Wealth Advisors first reported a position in UI in Q4 2020 and has held it in 11 quarters since. The position peaked at $3K in Q3 2022. 169 funds tracked by Wall St. Rank hold UI as of Q2 2023.

BDO Wealth Advisors held 10 shares of Ubiquiti worth $1.76K as of Q2 2023.
BDO Wealth Advisors left its Ubiquiti share count unchanged in Q2 2023.
Ubiquiti made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #866 holding.
BDO Wealth Advisors first reported a position in Ubiquiti in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's Ubiquiti position peaked at $3K in Q3 2022.
169 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2023.

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