Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Aon PLC
Q2 2020 Filed on Aug 14, 2020
5
N/A
CFG
Citizens Financial Group Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,090
$16.94 - $30.41 $18.5K - $33.1K
Delphi Technologies Pl
Q2 2020 Filed on Aug 14, 2020
16
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Aug 14, 2020
111
$29.2 - $35.76 $3.24K - $3.97K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
280
$33.28 - $50.75 $9.32K - $14.2K
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 14, 2020
4,679
N/A
Sprint Corporation
Q2 2020 Filed on Aug 14, 2020
50
N/A
FIW
First Trust Water ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
125
$44.44 - $59.41 $5.56K - $7.43K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
80
$25.78 - $48.64 $2.06K - $3.89K
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,381
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q2 2020 Filed on Aug 14, 2020
6,558
$14.95 - $20.47 $98K - $134K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
485
$17.16 - $36.74 $8.32K - $17.8K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
100
$36.96 - $77.18 $3.7K - $7.72K
VIDI
Vident Intl Equity Fd

ETFs
Q2 2020 Filed on Aug 14, 2020
10,000
$16.48 - $21.78 $165K - $218K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 14, 2020
125
$98.28 - $111.67 $12.3K - $14K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
8,758
N/A
Centerstate Bk Corp
Q2 2020 Filed on Aug 14, 2020
4,760
N/A
CWEN
Clearway Energy, Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
5,027
$17.79 - $24.75 $89.4K - $124K
CORR
Cor Energy Infrastructure Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
500
$8.74 - $24.34 $4.37K - $12.2K
Allergan PLC
Q2 2020 Filed on Aug 14, 2020
3
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
39
$2.73 - $6.68 $106 - $261
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
158
$16.84 - $23.42 $2.66K - $3.7K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
65
$3.94 - $12.47 $256 - $811
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2020 Filed on Aug 14, 2020
462
$30.13 - $63.11 $13.9K - $29.2K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 14, 2020
2,325
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2020 Filed on Aug 14, 2020
130
$31.95 - $41.28 $4.15K - $5.37K
SIVB
Svb Financial Group

Financial Services
Q2 2020 Filed on Aug 14, 2020
200
$139.34 - $236.04 $27.9K - $47.2K
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2020 Filed on Aug 14, 2020
178
$26.84 - $36.2 $4.78K - $6.44K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q2 2020 Filed on Aug 14, 2020
450
$54.07 - $57.84 $24.3K - $26K
California Res Corp
Q2 2020 Filed on Aug 14, 2020
1
N/A
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
1,900
$21.68 - $24.64 $41.2K - $46.8K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2020 Filed on Aug 14, 2020
10,000
$20.47 - $21.83 $205K - $218K
PFGC
Performance Food Group CO

Consumer Defensive
Q1 2020 Filed on May 15, 2020
120
$11.42 - $53.99 $1.37K - $6.48K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 15, 2020
3,440
$29.04 - $46.68 $99.9K - $161K
PIPR
Piper Sandler Companies

Financial Services
Q1 2020 Filed on May 15, 2020
3
$34.25 - $86.79 $103 - $260
PNM
Pnm Resources Inc

Utilities
Q1 2020 Filed on May 15, 2020
90
$29.93 - $55.79 $2.69K - $5.02K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
32
$52.27 - $127.67 $1.67K - $4.09K
PRI
Primerica, Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
32
$62.35 - $136.89 $2K - $4.38K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q1 2020 Filed on May 15, 2020
1,406
$12.06 - $27.93 $17K - $39.3K
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on May 15, 2020
466
$34.88 - $64.24 $16.3K - $29.9K
RDN
Radian Group Inc

Financial Services
Q1 2020 Filed on May 15, 2020
200
$10.61 - $25.54 $2.12K - $5.11K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
50
$14.08 - $91.32 $704 - $4.57K
Cree Inc
Q1 2020 Filed on May 15, 2020
90
N/A
OGS
One Gas, Inc.

Utilities
Q1 2020 Filed on May 15, 2020
35
$67.62 - $96.69 $2.37K - $3.38K
GPS
Gap Inc

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
22
$6.28 - $18.68 $138 - $411
ENTG
Entegris Inc

Technology
Q1 2020 Filed on May 15, 2020
110
$39.03 - $58.47 $4.29K - $6.43K
BCO
Brinks CO

Industrials
Q1 2020 Filed on May 15, 2020
50
$41.8 - $96.35 $2.09K - $4.82K
BLKB
Blackbaud Inc

Technology
Q1 2020 Filed on May 15, 2020
50
$40.29 - $82.17 $2.01K - $4.11K
HAE
Haemonetics Corp

Healthcare
Q1 2020 Filed on May 15, 2020
32
$74.34 - $121.82 $2.38K - $3.9K
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