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Beacon Capital Management LLC (Tennessee)’s York Water YORW Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-139
Closed -$5.21K – 1152
2023
Q4 		$5.21K Hold
139
– – ﹤0.01% 644
2023
Q3 		$5.74K Hold
139
– – ﹤0.01% 670
2023
Q2 		$5.74K Hold
139
– – ﹤0.01% 670
2023
Q1 		$6.21K Hold
139
– – ﹤0.01% 587
2022
Q4 		$6.25K Buy
+139
New +$6.04K ﹤0.01% 594

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DRZID
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Beacon Capital Management LLC (Tennessee)'s YORW Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of York Water (YORW) in Q1 2024, closing a stake of 139 shares — an estimated $5.21K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in YORW in Q4 2022 and held it in 5 quarters. The position peaked at $6.25K in Q4 2022. 136 funds tracked by Wall St. Rank hold YORW as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining York Water position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 139 York Water shares in Q1 2024, an estimated $5.21K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in York Water in Q4 2022 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s York Water position peaked at $6.25K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held York Water as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.