Beacon Capital Management LLC (Tennessee)’s Motley Fool 100 Index ETF TMFC Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62	Closed	-$3.08K	–	1102
2024 Q1	$3.08K	Hold	62	–	–	﹤0.01%	800
2023 Q4	$2.44K	Hold	62	–	–	﹤0.01%	770
2023 Q3	$2.53K	Hold	62	–	–	﹤0.01%	806
2023 Q2	$2.53K	Hold	62	–	–	﹤0.01%	806
2023 Q1	$2.2K	Hold	62	–	–	﹤0.01%	750
2022 Q4	$1.89K	Sell	62 -418	-87%	-$13.2K	﹤0.01%	801
2022 Q3	$15K	Buy	+480	New	+$16.5K	0.01%	406

Other funds holding TMFC

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s TMFC Position: Q2 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2024, closing a stake of 62 shares — an estimated $3.08K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TMFC in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q3 2022. 90 funds tracked by Wall St. Rank hold TMFC as of Q2 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Motley Fool 100 Index ETF position as of Q2 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 62 Motley Fool 100 Index ETF shares in Q2 2024, an estimated $3.08K.
Beacon Capital Management LLC (Tennessee) first reported a position in Motley Fool 100 Index ETF in Q3 2022 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s Motley Fool 100 Index ETF position peaked at $15K in Q3 2022.
90 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2024, filed 24 Jul 2024.