BWA
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BDO Wealth Advisors’s Unum UNM Stock Holding History

BDO Wealth Advisors’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$26.7K Hold
560
– – ﹤0.01% 530
2023
Q1 		$22.2K Hold
560
– – ﹤0.01% 572
2022
Q4 		$23K Hold
560
– – ﹤0.01% 552
2022
Q3 		$22K Hold
560
– – ﹤0.01% 555
2022
Q2 		$19K Hold
560
– – ﹤0.01% 577
2022
Q1 		$18K Hold
560
– – ﹤0.01% 616
2021
Q4 		$14K Sell
560
-58,876
-99% -$1.51M ﹤0.01% 694
2021
Q3 		$1.49M Buy
59,436
+789
+1% +$20.9K 0.16% 104
2021
Q2 		$1.67M Sell
58,647
-845
-1% -$24.8K 0.18% 96
2021
Q1 		$1.66M Sell
59,492
-3,924
-6% -$102K 0.2% 92
2020
Q4 		$1.46M Buy
63,416
+1,759
+3% +$36.4K 0.2% 84
2020
Q3 		$1.04M Buy
61,657
+4,943
+9% +$87.9K 0.17% 91
2020
Q2 		$941K Buy
56,714
+14,885
+36% +$235K 0.17% 96
2020
Q1 		$628K Buy
41,829
+20,261
+94% +$487K 0.13% 114
2019
Q4 		$629K Sell
21,568
-8,080
-27% -$235K 0.16% 104
2019
Q3 		$881K Buy
29,648
+4,368
+17% +$130K 0.23% 83
2019
Q2 		$848K Sell
25,280
-769
-3% -$26.6K 0.23% 88
2019
Q1 		$881K Buy
26,049
+2,704
+12% +$94.1K 0.26% 76
2018
Q4 		$686K Buy
23,345
+879
+4% +$30.8K 0.24% 79
2018
Q3 		$878K Sell
22,466
-3,846
-15% -$143K 0.28% 66
2018
Q2 		$973K Buy
26,312
+302
+1% +$12.6K 0.33% 61
2018
Q1 		$1.24M Buy
26,010
+1,232
+5% +$64.4K 0.46% 40
2017
Q4 		$1.36M Buy
24,778
+75
+0.3% +$4.03K 0.61% 28
2017
Q3 		$1.26M Sell
24,703
-500
-2% -$24.4K 0.63% 30
2017
Q2 		$1.18M Buy
+25,203
New +$1.16M 0.51% 35

Other funds holding UNM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

BDO Wealth Advisors held its Unum (UNM) position steady in Q2 2023 at 560 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

BDO Wealth Advisors first reported a position in UNM in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.67M in Q2 2021. 556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.

  • BDO Wealth Advisors held 560 shares of Unum worth $26.7K as of Q2 2023.
  • BDO Wealth Advisors left its Unum share count unchanged in Q2 2023.
  • Unum made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #530 holding.
  • BDO Wealth Advisors first reported a position in Unum in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Unum position peaked at $1.67M in Q2 2021.
  • 556 funds tracked by Wall St. Rank held Unum as of Q2 2023.

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