BWA
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BDO Wealth Advisors’s Energous WATT Stock Holding History

BDO Wealth Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Hold
0
– – – 1138
2021
Q2 		– Sell
-13
Closed -$23.6K – 1213
2021
Q1 		$32K Buy
+13
New +$30.1K ﹤0.01% 525

Other funds holding WATT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's WATT Position: Q3 2021 in Review

BDO Wealth Advisors held its Energous (WATT) position steady in Q3 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

BDO Wealth Advisors first reported a position in WATT in Q1 2021 and has held it in 1 quarter since. The position peaked at $32K in Q1 2021. 60 funds tracked by Wall St. Rank hold WATT as of Q3 2021.

  • BDO Wealth Advisors held 0 shares of Energous worth $0 as of Q3 2021.
  • BDO Wealth Advisors left its Energous share count unchanged in Q3 2021.
  • Energous made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q3 2021, its #1138 holding.
  • BDO Wealth Advisors first reported a position in Energous in Q1 2021 and has held it in 1 quarter since.
  • BDO Wealth Advisors's Energous position peaked at $32K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held Energous as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.