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BDO Wealth Advisors’s Warner Music WMG Stock Holding History

BDO Wealth Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.14K Buy
+82
New +$2.27K ﹤0.01% 851

Other funds holding WMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

BDO Wealth Advisors opened a new position in Warner Music (WMG) in Q2 2023: 82 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings.

203 funds tracked by Wall St. Rank hold WMG as of Q2 2023.

  • BDO Wealth Advisors held 82 shares of Warner Music worth $2.14K as of Q2 2023.
  • Warner Music was a new BDO Wealth Advisors position in Q2 2023.
  • Warner Music made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #851 holding.
  • 203 funds tracked by Wall St. Rank held Warner Music as of Q2 2023.

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