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Balboa Wealth Partners’s Mobile Infrastructure Corp BEEP Stock Holding History

Balboa Wealth Partners’s Portfolio BEEP Stock Details BEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35,000
Closed -$120K – 337
2024
Q2 		$120K Buy
+35,000
New +$123K 0.03% 260

Other funds holding BEEP

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No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Balboa Wealth Partners's BEEP Position: Q3 2024 in Review

Balboa Wealth Partners sold out of Mobile Infrastructure Corp (BEEP) in Q3 2024, closing a stake of 35,000 shares — an estimated $120K sold.

Balboa Wealth Partners first reported a position in BEEP in Q2 2024 and held it in 1 quarter. The position peaked at $120K in Q2 2024. 27 funds tracked by Wall St. Rank hold BEEP as of Q3 2024.

  • Balboa Wealth Partners reported no remaining Mobile Infrastructure Corp position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 35,000 Mobile Infrastructure Corp shares in Q3 2024, an estimated $120K.
  • Balboa Wealth Partners first reported a position in Mobile Infrastructure Corp in Q2 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Mobile Infrastructure Corp position peaked at $120K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.