BFG
ATV

Beacon Financial Group’s ANTHEM INC %EQUITY SECURITY UNITS ATV Stock Holding History

Beacon Financial Group’s Portfolio ATV Stock Details ATV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,603
Closed -$709K – 325
2023
Q3 		$709K Buy
1,603
+21
+1% +$9.29K 0.1% 157
2023
Q2 		$696K Sell
1,582
-161
-9% -$70.8K 0.09% 154
2023
Q1 		$845K Sell
1,743
-323
-16% -$157K 0.12% 145
2022
Q4 		$1.06M Buy
+2,066
New +$1.06M 0.14% 132

Beacon Financial Group's ATV Position: Q4 2023 in Review

Beacon Financial Group sold out of ANTHEM INC %EQUITY SECURITY UNITS (ATV) in Q4 2023, closing a stake of 1,603 shares — an estimated $709K sold.

Beacon Financial Group first reported a position in ATV in Q4 2022 and held it in 4 quarters. The position peaked at $1.06M in Q4 2022. 0 funds tracked by Wall St. Rank hold ATV as of Q4 2023.

  • Beacon Financial Group reported no remaining ANTHEM INC %EQUITY SECURITY UNITS position as of Q4 2023 after selling out during the quarter.
  • Beacon Financial Group sold 1,603 ANTHEM INC %EQUITY SECURITY UNITS shares in Q4 2023, an estimated $709K.
  • Beacon Financial Group first reported a position in ANTHEM INC %EQUITY SECURITY UNITS in Q4 2022 and held it in 4 quarters.
  • Beacon Financial Group's ANTHEM INC %EQUITY SECURITY UNITS position peaked at $1.06M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held ANTHEM INC %EQUITY SECURITY UNITS as of Q4 2023.

Based on Beacon Financial Group's 13F filing for Q4 2023, filed 23 Feb 2024.