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BDO Wealth Advisors’s Union Pacific UNP Stock Holding History

BDO Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.09M Buy
10,192
+113
+1% +$22.5K 0.24% 88
2023
Q1 		$2.03M Buy
10,079
+209
+2% +$42.4K 0.25% 84
2022
Q4 		$2.04M Buy
9,870
+92
+0.9% +$18.9K 0.25% 86
2022
Q3 		$1.91M Sell
9,778
-234
-2% -$51.8K 0.25% 86
2022
Q2 		$2.13M Sell
10,012
-187
-2% -$42.5K 0.26% 76
2022
Q1 		$2.79M Buy
10,199
+138
+1% +$34.8K 0.3% 67
2021
Q4 		$2.54M Buy
10,061
+249
+3% +$59K 0.27% 70
2021
Q3 		$1.92M Buy
9,812
+138
+1% +$29.8K 0.21% 84
2021
Q2 		$2.13M Sell
9,674
-1,396
-13% -$311K 0.24% 77
2021
Q1 		$2.44M Buy
11,070
+23
+0.2% +$4.83K 0.29% 66
2020
Q4 		$2.3M Sell
11,047
-9
-0.1% -$1.8K 0.32% 55
2020
Q3 		$2.18M Sell
11,056
-1,118
-9% -$208K 0.35% 57
2020
Q2 		$2.06M Sell
12,174
-642
-5% -$103K 0.36% 53
2020
Q1 		$1.81M Buy
12,816
+917
+8% +$152K 0.37% 53
2019
Q4 		$2.15M Sell
11,899
-713
-6% -$122K 0.55% 38
2019
Q3 		$2.04M Sell
12,612
-224
-2% -$37.7K 0.52% 40
2019
Q2 		$2.17M Buy
12,836
+236
+2% +$40.4K 0.59% 35
2019
Q1 		$2.11M Sell
12,600
-2
-0% -$322 0.61% 37
2018
Q4 		$1.74M Sell
12,602
-693
-5% -$103K 0.6% 37
2018
Q3 		$2.17M Buy
13,295
+471
+4% +$70.9K 0.7% 29
2018
Q2 		$1.82M Buy
12,824
+2,239
+21% +$312K 0.62% 32
2018
Q1 		$1.42M Sell
10,585
-169
-2% -$22.7K 0.53% 36
2017
Q4 		$1.44M Buy
10,754
+32
+0.3% +$3.86K 0.65% 25
2017
Q3 		$1.24M Sell
10,722
-410
-4% -$44K 0.62% 31
2017
Q2 		$1.21M Buy
+11,132
New +$1.21M 0.53% 34

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BDO Wealth Advisors increased its Union Pacific (UNP) stake by 1.1% in Q2 2023, buying an estimated $22.5K and bringing the position to 10,192 shares worth $2.09M. The position accounts for 0.24% of the portfolio, ranked #88.

BDO Wealth Advisors first reported a position in UNP in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.79M in Q1 2022. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

  • BDO Wealth Advisors held 10,192 shares of Union Pacific worth $2.09M as of Q2 2023.
  • BDO Wealth Advisors bought 113 Union Pacific shares in Q2 2023, an estimated $22.5K.
  • Union Pacific made up 0.24% of BDO Wealth Advisors's portfolio in Q2 2023, its #88 holding.
  • BDO Wealth Advisors first reported a position in Union Pacific in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Union Pacific position peaked at $2.79M in Q1 2022.
  • 2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

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