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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

WEX holding history

WEX Inc. in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overviewAll 13F holders of WEXFull Q2 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of WEX by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−5−100.0%Sold outHolders
Q1 20235$920<0.1%00.0%UnchangedHolders
Q4 20225$818<0.1%00.0%UnchangedHolders
Q3 20225$1.00K<0.1%00.0%UnchangedHolders
Q2 20225$1.00K<0.1%00.0%UnchangedHolders
Q1 20225$1.00K<0.1%−15−75.0%ReducedHolders
Q4 202120$3.00K<0.1%00.0%UnchangedHolders
Q3 202120$4.00K<0.1%−15−42.9%ReducedHolders
Q2 202135$7.00K<0.1%+30+600.0%AddedHolders
Q1 20215$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.