Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
NEO
Neogenomics Inc

Healthcare
Q1 2021 Filed on May 14, 2021
30
$41.56 - $59.88 $1.25K - $1.8K
TEF
Telefonica S A

Communication Services
Q1 2021 Filed on May 14, 2021
298
$4.06 - $4.96 $1.21K - $1.48K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
Q1 2021 Filed on May 14, 2021
597
$25.3 - $30.68 $15.1K - $18.3K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2021 Filed on May 14, 2021
518
$53.02 - $57.54 $27.5K - $29.8K
SCL
Stepan CO

Basic Materials
Q1 2021 Filed on May 14, 2021
12
$112.68 - $131.06 $1.35K - $1.57K
Genesis Healthcare Inc
Q1 2021 Filed on May 14, 2021
500
N/A
ARKW
Ark Next Generation Internet E

ETFs
Q4 2020 Filed on Feb 12, 2021
400
$110.06 - $153.94 $44K - $61.6K
SAIA
Saia Inc

Industrials
Q4 2020 Filed on Feb 12, 2021
13
$127.83 - $188.79 $1.66K - $2.45K
TENB
Tenable Holdings, Inc.

Technology
Q4 2020 Filed on Feb 12, 2021
450
$34.11 - $55.51 $15.3K - $25K
Cincinnati Bell Inc New
Q4 2020 Filed on Feb 12, 2021
33
N/A
NSA
National Storage Affiliates Trust

Real Estate
Q4 2020 Filed on Feb 12, 2021
30
$32.59 - $36.88 $978 - $1.11K
China Mobile Limited
Q4 2020 Filed on Feb 12, 2021
290
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
96
$20.42 - $36.95 $1.96K - $3.55K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q4 2020 Filed on Feb 12, 2021
30
$112.43 - $132.35 $3.37K - $3.97K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2020 Filed on Feb 12, 2021
600
$63.39 - $105.53 $38K - $63.3K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
175
$12.45 - $17.62 $2.18K - $3.08K
Landmark Infrastrctur Partr
Q4 2020 Filed on Feb 12, 2021
600
N/A
Renewable Energy Group Inc
Q4 2020 Filed on Feb 12, 2021
19
N/A
GTO
Invesco Actively Managed ETF T

ETFs
Q4 2020 Filed on Feb 12, 2021
880
$57.4 - $58.67 $50.5K - $51.6K
Fortress Value Acquisition C
Q4 2020 Filed on Feb 12, 2021
1,400
N/A
ENSG
Ensign Group, Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
22
$56.39 - $76.17 $1.24K - $1.68K
WABC
Westamerica Bancorporation

Financial Services
Q4 2020 Filed on Feb 12, 2021
18
$51.49 - $59.7 $927 - $1.07K
Spx Corp
Q4 2020 Filed on Feb 12, 2021
18
N/A
Fintech Acquisition Corp Iii
Q4 2020 Filed on Feb 12, 2021
450
N/A
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
Q4 2020 Filed on Feb 12, 2021
2,160
$13.41 - $19.9 $29K - $43K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Feb 12, 2021
3,280
$8.36 - $10.7 $27.4K - $35.1K
MUR
Murphy Oil Corp

Energy
Q4 2020 Filed on Feb 12, 2021
3,000
$7.04 - $13.61 $21.1K - $40.8K
Spartan Energy Acquisition C
Q4 2020 Filed on Feb 12, 2021
250
N/A
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 12, 2021
37
$119.27 - $121.81 $4.41K - $4.51K
National Oilwell Varco Inc
Q4 2020 Filed on Feb 12, 2021
1,100
N/A
POWI
Power Integrations Inc

Technology
Q4 2020 Filed on Feb 12, 2021
28
$53.79 - $81.86 $1.51K - $2.29K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
15
$85.46 - $119.49 $1.28K - $1.79K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
10
$116.33 - $145.83 $1.16K - $1.46K
Glatfelter
Q4 2020 Filed on Feb 12, 2021
42
N/A
EXPO
Exponent Inc

Industrials
Q4 2020 Filed on Feb 12, 2021
22
$69.59 - $90.03 $1.53K - $1.98K
NOK
Nokia Corp

Technology
Q4 2020 Filed on Feb 12, 2021
334
$3.27 - $4.3 $1.09K - $1.44K
Livongo Health Inc
Q4 2020 Filed on Feb 12, 2021
75
N/A
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
9
$50.47 - $66.26 $454 - $596
WTW
Willis Towers Watson PLC

Financial Services
Q4 2020 Filed on Feb 12, 2021
9
$179.57 - $217.03 $1.62K - $1.95K
OMI
Owens & Minor Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
59
$22.17 - $30.85 $1.31K - $1.82K
IRDM
Iridium Communications Inc.

Communication Services
Q4 2020 Filed on Feb 12, 2021
38
$25.35 - $39.4 $963 - $1.5K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q4 2020 Filed on Feb 12, 2021
6
$187.47 - $249.59 $1.12K - $1.5K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
113
$36.56 - $40.71 $4.13K - $4.6K
Stamps Com Inc
Q4 2020 Filed on Feb 12, 2021
7
N/A
Kensington Cap Acquisition C
Q4 2020 Filed on Feb 12, 2021
100
N/A
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
100
$13.74 - $17.58 $1.37K - $1.76K
Momenta Pharmaceuticals Inc
Q4 2020 Filed on Feb 12, 2021
41
N/A
CYH
Community Health Systems Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
64
$4.32 - $9.79 $276 - $627
CMS
Cms Energy Corp

Utilities
Q4 2020 Filed on Feb 12, 2021
70
$57.6 - $67.11 $4.03K - $4.7K
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