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BDO Wealth Advisors’s United Microelectronic UMC Stock Holding History

BDO Wealth Advisors’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$3.5K – 1062
2023
Q1 		$3.5K Hold
400
– – ﹤0.01% 844
2022
Q4 		$2.61K Hold
400
– – ﹤0.01% 840
2022
Q3 		$2K Hold
400
– – ﹤0.01% 941
2022
Q2 		$3K Hold
400
– – ﹤0.01% 872
2022
Q1 		$4K Hold
400
– – ﹤0.01% 869
2021
Q4 		$5K Hold
400
– – ﹤0.01% 834
2021
Q3 		$5K Hold
400
– – ﹤0.01% 834
2021
Q2 		$4K Sell
400
-300
-43% -$2.81K ﹤0.01% 919
2021
Q1 		$6K Buy
+700
New +$6.47K ﹤0.01% 830

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BDO Wealth Advisors sold out of United Microelectronic (UMC) in Q2 2023, closing a stake of 400 shares — an estimated $3.5K sold.

BDO Wealth Advisors first reported a position in UMC in Q1 2021 and held it in 9 quarters. The position peaked at $6K in Q1 2021. 219 funds tracked by Wall St. Rank hold UMC as of Q2 2023.

  • BDO Wealth Advisors reported no remaining United Microelectronic position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 400 United Microelectronic shares in Q2 2023, an estimated $3.5K.
  • BDO Wealth Advisors first reported a position in United Microelectronic in Q1 2021 and held it in 9 quarters.
  • BDO Wealth Advisors's United Microelectronic position peaked at $6K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2023.

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