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Beacon Financial Advisory’s Sadot Group SDOT Stock Holding History

Beacon Financial Advisory’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$18.2K – 213
2022
Q4 		$18.2K Hold
10
– – 0.01% 192
2022
Q3 		$8K Hold
10
– – 0.01% 190
2022
Q2 		$8K Hold
10
– – ﹤0.01% 217
2022
Q1 		$11K Hold
10
– – 0.01% 238
2021
Q4 		$14K Hold
10
– – 0.01% 242
2021
Q3 		$23K Hold
10
– – 0.01% 231
2021
Q2 		$28K Hold
10
– – 0.02% 222
2021
Q1 		$46K Buy
+10
New +$45.6K 0.03% 223

Other funds holding SDOT

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

Beacon Financial Advisory's SDOT Position: Q1 2023 in Review

Beacon Financial Advisory sold out of Sadot Group (SDOT) in Q1 2023, closing a stake of 10 shares — an estimated $18.2K sold.

Beacon Financial Advisory first reported a position in SDOT in Q1 2021 and held it in 8 quarters. The position peaked at $46K in Q1 2021. 19 funds tracked by Wall St. Rank hold SDOT as of Q1 2023.

  • Beacon Financial Advisory reported no remaining Sadot Group position as of Q1 2023 after selling out during the quarter.
  • Beacon Financial Advisory sold 10 Sadot Group shares in Q1 2023, an estimated $18.2K.
  • Beacon Financial Advisory first reported a position in Sadot Group in Q1 2021 and held it in 8 quarters.
  • Beacon Financial Advisory's Sadot Group position peaked at $46K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Sadot Group as of Q1 2023.

Based on Beacon Financial Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.