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Beacon Financial Advisory’s Nokia NOK Stock Holding History

Beacon Financial Advisory’s Portfolio NOK Stock Details NOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,606
Closed -$54.6K – 252
2023
Q3 		$54.6K Buy
14,606
+73
+0.5% +$288 0.03% 221
2023
Q2 		$60.5K Buy
14,533
+119
+0.8% +$503 0.03% 217
2023
Q1 		$70.8K Sell
14,414
-9
-0.1% -$42 0.05% 206
2022
Q4 		$66.9K Buy
14,423
+37
+0.3% +$171 0.05% 189
2022
Q3 		$61K Buy
14,386
+36
+0.3% +$175 0.04% 187
2022
Q2 		$66K Buy
14,350
+35
+0.2% +$175 0.04% 215
2022
Q1 		$78K Hold
14,315
– – 0.04% 236
2021
Q4 		$89K Hold
14,315
– – 0.04% 240
2021
Q3 		$78K Hold
14,315
– – 0.04% 230
2021
Q2 		$76K Buy
+14,315
New +$69.1K 0.04% 220

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F
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Morgan Stanley
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BlackRock
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Dimensional Fund Advisors
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Capital International Investors
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
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APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return