Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Cyren LTD
Q4 2020 Filed on Feb 12, 2021
23,630
N/A
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
7
$229.57 - $308.63 $1.61K - $2.16K
Immunomedics Inc
Q4 2020 Filed on Feb 12, 2021
8,325
N/A
RLJ
Rlj Lodging Trust

Real Estate
Q4 2020 Filed on Feb 12, 2021
2,000
$7.93 - $14.49 $15.9K - $29K
Ishares Tr
Q4 2020 Filed on Feb 12, 2021
1,154
N/A
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2020 Filed on Feb 12, 2021
166
$22.63 - $25.83 $3.76K - $4.29K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
100
$24.48 - $42.47 $2.45K - $4.25K
SPSC
Sps Commerce Inc

Technology
Q4 2020 Filed on Feb 12, 2021
12
$79.72 - $110.67 $957 - $1.33K
BALL
Ball Corp

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
36
$82.6 - $97.91 $2.97K - $3.52K
RIG
Transocean Ltd.

Energy
Q4 2020 Filed on Feb 12, 2021
490
$0.67 - $2.57 $328 - $1.26K
CROX
Crocs, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
36
$45.19 - $65.63 $1.63K - $2.36K
FIDI
Fidelity Covington Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
203
$15.22 - $18.71 $3.09K - $3.8K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,200
$16.56 - $18.94 $19.9K - $22.7K
Unilever N V
Q4 2020 Filed on Feb 12, 2021
5,810
N/A
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
20
$43.36 - $53.53 $867 - $1.07K
FXI
Ishares Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
38
$40.16 - $45.53 $1.53K - $1.73K
FRAF
Franklin Financial Services Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
400
$21.02 - $25.5 $8.41K - $10.2K
LCI
Lannett CO Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
50
$4.9 - $7.12 $245 - $356
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
5
$121.19 - $165.49 $606 - $827
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2020 Filed on Nov 12, 2020
859
$26.72 - $28.26 $23K - $24.3K
TCDA
Tricida, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
30
$8.56 - $26.93 $257 - $808
CX
Cemex Sab De Cv

Basic Materials
Q3 2020 Filed on Nov 12, 2020
147
$2.64 - $3.99 $388 - $587
Bristol Myers Squibb CO
Q3 2020 Filed on Nov 12, 2020
400
N/A
Corelogic Inc
Q3 2020 Filed on Nov 12, 2020
35
N/A
FAF
First American Financial Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
35
$46.34 - $55.72 $1.62K - $1.95K
SILJ
ETF Managers Tr Etfmg Prime Jr

ETFs
Q3 2020 Filed on Nov 12, 2020
1,800
$11.73 - $16.62 $21.1K - $29.9K
SLVP
Ishares Msci Global Silver And

ETFs
Q3 2020 Filed on Nov 12, 2020
10,502
$13.1 - $18.31 $138K - $192K
JPIN
Jp Morgan Diversified Return I

ETFs
Q3 2020 Filed on Nov 12, 2020
249
$49.59 - $53.56 $12.3K - $13.3K
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
50
$31.18 - $52.71 $1.56K - $2.64K
PTCT
Ptc Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
50
$45.41 - $57.07 $2.27K - $2.85K
SAR
Saratoga Investment Corp.

Financial Services
Q3 2020 Filed on Nov 12, 2020
1,495
$15.08 - $18.33 $22.5K - $27.4K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
25
$74.58 - $87.05 $1.86K - $2.18K
TW
Tradeweb Markets Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
50
$51.66 - $59.23 $2.58K - $2.96K
IOO
Ishares Tr Global 100 ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
24
$53.03 - $60.6 $1.27K - $1.45K
NWN
Northwest Natural Holding CO

Utilities
Q3 2020 Filed on Nov 12, 2020
50
$43.41 - $55.75 $2.17K - $2.79K
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
55
$34.44 - $43.75 $1.89K - $2.41K
ARES
Ares Management Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
580
$37.9 - $42.07 $22K - $24.4K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2020 Filed on Nov 12, 2020
745
$31.3 - $31.43 $23.3K - $23.4K
IYG
Ishares Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
171
$38.91 - $43.53 $6.65K - $7.44K
NXGN
Nextgen Healthcare, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
640
$10.37 - $14.82 $6.64K - $9.48K
CHX
Champion X Corp

Energy
Q3 2020 Filed on Nov 12, 2020
50
$7.97 - $11.25 $399 - $563
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 12, 2020
1,250
$24.69 - $27.81 $30.9K - $34.8K
Sirius International Insuran
Q3 2020 Filed on Nov 12, 2020
6,000
N/A
Caesars Entmt Corp
Q3 2020 Filed on Nov 12, 2020
300
N/A
Brookfield Property Partrs L
Q3 2020 Filed on Nov 12, 2020
1
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 12, 2020
5
N/A
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 12, 2020
25
$26.75 - $30.93 $669 - $773
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
100
$47.01 - $52.71 $4.7K - $5.27K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
345
$63.64 - $96.76 $22K - $33.4K
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