Annis Gardner Whiting Capital Advisors’s BlackRock Future Climate and Sustainable Economy ETF BECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,858
Closed -$286K 968
2024
Q2
$286K Hold
13,858
0.08% 185
2024
Q1
$295K Buy
13,858
+4,882
+54% +$100K 0.11% 148
2023
Q4
$189K Hold
8,976
0.08% 156
2023
Q3
$173K Buy
+8,976
New +$188K 0.09% 149

Annis Gardner Whiting Capital Advisors's BECO Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of BlackRock Future Climate and Sustainable Economy ETF (BECO) in Q3 2024, closing a stake of 13,858 shares — an estimated $286K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BECO in Q3 2023 and held it in 4 quarters. The position peaked at $295K in Q1 2024. 0 funds tracked by Wall St. Rank hold BECO as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining BlackRock Future Climate and Sustainable Economy ETF position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 13,858 BlackRock Future Climate and Sustainable Economy ETF shares in Q3 2024, an estimated $286K.
  • Annis Gardner Whiting Capital Advisors first reported a position in BlackRock Future Climate and Sustainable Economy ETF in Q3 2023 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's BlackRock Future Climate and Sustainable Economy ETF position peaked at $295K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock Future Climate and Sustainable Economy ETF as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.