AWM
BEKE icon

Abound Wealth Management’s KE Holdings BEKE Stock Holding History

Abound Wealth Management’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146 Hold
10
– – ﹤0.01% 1195
2026
Q1 		$150 Hold
10
– – ﹤0.01% 1319
2025
Q4 		$158 Hold
10
– – ﹤0.01% 1271
2025
Q3 		$190 Hold
10
– – ﹤0.01% 1137
2025
Q2 		$178 Hold
10
– – ﹤0.01% 1082
2025
Q1 		$201 Sell
10
-4
-29% -$79 ﹤0.01% 983
2024
Q4 		$258 Sell
14
-3
-18% -$62 ﹤0.01% 946
2024
Q3 		$339 Hold
17
– – ﹤0.01% 948
2024
Q2 		$241 Hold
17
– – ﹤0.01% 1053
2024
Q1 		$234 Hold
17
– – ﹤0.01% 1211
2023
Q4 		$276 Buy
17
+2
+13% +$31 ﹤0.01% 1197
2023
Q3 		$233 Hold
15
– – ﹤0.01% 1077
2023
Q2 		$223 Buy
+15
New +$245 ﹤0.01% 1136

Other funds holding BEKE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM