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Beacon Financial Advisory’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Beacon Financial Advisory’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,878
Closed -$203K – 233
2021
Q2 		$203K Buy
+5,878
New +$192K 0.11% 213

Other funds holding COMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Beacon Financial Advisory's COMT Position: Q3 2021 in Review

Beacon Financial Advisory sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2021, closing a stake of 5,878 shares — an estimated $203K sold.

Beacon Financial Advisory first reported a position in COMT in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 252 funds tracked by Wall St. Rank hold COMT as of Q3 2021.

  • Beacon Financial Advisory reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,878 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2021, an estimated $203K.
  • Beacon Financial Advisory first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2021 and held it in 1 quarter.
  • Beacon Financial Advisory's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $203K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2021.

Based on Beacon Financial Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.